Profiel
Mr. Pickard joined Pinnacle in 2004.
He began his career in the financial services industry in 2002.
He is a Financial Industry Regulatory Authority (FINRA) General Securities Representative (Series 7), State Securities Agent (Series 66), Registered Investment Advisor Representative (Series 66) and New York State Insurance Licensed for Life, Accident and Health.
Mr. Pickard graduated from Christian Brothers Academy in Syracuse, New York, he completed his Bachelor of Arts degree at Mercyhurst College’s Walker School of Business in Erie, Pennsylvania.
The finance program he completed is registered with the Certified Financial Planner Board of Standards.
He earned the professional designation of Accredited Asset Management Specialist (AAMS) through the College of Financial Planning.
Mr. Pickard resides in Syracuse, New York with his wife Kristen, who is an attorney, and their son Steven Jr.
Eerdere bekende functies van Steve R. Pickard
| Bedrijven | Functie | Einde |
|---|---|---|
Pinnacle Capital Management LLC
 Pinnacle Capital Management LLC Investment ManagersFinance Pinnacle Capital Management LLC (PCM) is a SEC-registered investment advisor headquartered in East Syracuse, New York. The firm was founded by Stephen (Steve) Fauer in 2006 and is owned by Pinnacle Holding Co. LLC, a subsidiary of Fkapi, Inc. PCM actively creates and manages investment portfolios on a discretionary basis for individual and institutional investors. Additionally, the firm serves as an investment manager to two funds – a mutual fund and a private fund. | President | 31-07-2011 |
Morgan Stanley & Co. LLC
 Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry. | Corporate Officer/Principal | 30-04-2004 |
A.G. Edwards, Inc.
 A.G. Edwards, Inc. Investment Banks/BrokersFinance A.G. Edwards, Inc. operate as a securities broker-dealer in the United States. It provides investment products and financial services including annuities, bonds, futures & commodities, mutual funds, banking and business services, education funding, and retirement planning. The company was founded by Albert Gallatin Edwards in 1887 and is headquartered in St. Louis, MO. | Corporate Officer/Principal | 31-07-2003 |
Pinnacle Investments LLC
 Pinnacle Investments LLC Investment Banks/BrokersFinance Pinnacle Investments LLC is a dually registered Broker-Dealer and Registered Investment Adviser headquartered in East Syracuse, New York. The firm was founded by Gregg Kidd and Dan Raite in 1995 and is a subsidiary of Pinnacle Holding Co. LLC, which is owned by Fkapi, Inc. Pinnacle Investments offers a wide array of services which includes financial planning, asset management, traditional brokerage, and employer-sponsored retirement plans. | Corporate Officer/Principal | - |
Pinnacle Advisors LLC
 Pinnacle Advisors LLC Investment ManagersFinance Pinnacle Advisors LLC (Pinnacle) is a registered investment advisor and mutual fund manager headquartered in East Syracuse, New York. The firm was founded by Gregg Kidd and Daniel Raite in 1995. Pinnacle serves as the investment advisor for the NYSA fund. | Portfolio Manager-Fixed Income | - |
Opleiding van Steve R. Pickard
| Mercyhurst University | Undergraduate Degree |
Ervaring
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| Bedrijven in privébezit | 5 |
|---|---|
Pinnacle Advisors LLC
Pinnacle Advisors LLC Investment ManagersFinance Pinnacle Advisors LLC (Pinnacle) is a registered investment advisor and mutual fund manager headquartered in East Syracuse, New York. The firm was founded by Gregg Kidd and Daniel Raite in 1995. Pinnacle serves as the investment advisor for the NYSA fund. | Finance |
Pinnacle Investments LLC
Pinnacle Investments LLC Investment Banks/BrokersFinance Pinnacle Investments LLC is a dually registered Broker-Dealer and Registered Investment Adviser headquartered in East Syracuse, New York. The firm was founded by Gregg Kidd and Dan Raite in 1995 and is a subsidiary of Pinnacle Holding Co. LLC, which is owned by Fkapi, Inc. Pinnacle Investments offers a wide array of services which includes financial planning, asset management, traditional brokerage, and employer-sponsored retirement plans. | Finance |
Pinnacle Capital Management LLC
Pinnacle Capital Management LLC Investment ManagersFinance Pinnacle Capital Management LLC (PCM) is a SEC-registered investment advisor headquartered in East Syracuse, New York. The firm was founded by Stephen (Steve) Fauer in 2006 and is owned by Pinnacle Holding Co. LLC, a subsidiary of Fkapi, Inc. PCM actively creates and manages investment portfolios on a discretionary basis for individual and institutional investors. Additionally, the firm serves as an investment manager to two funds – a mutual fund and a private fund. | Finance |
A.G. Edwards, Inc.
A.G. Edwards, Inc. Investment Banks/BrokersFinance A.G. Edwards, Inc. operate as a securities broker-dealer in the United States. It provides investment products and financial services including annuities, bonds, futures & commodities, mutual funds, banking and business services, education funding, and retirement planning. The company was founded by Albert Gallatin Edwards in 1887 and is headquartered in St. Louis, MO. | Finance |
Morgan Stanley & Co. LLC
Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry. | Finance |