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Brian David Snyder

Advisor at Pinnacle Investments, LLC — Kittanning, PA

Updated today

Credentials

Series 63, Series 65

Experience

26 years

Location

Kittanning, PA

Pinnacle Investments, LLC logo

Pinnacle Investments, LLC

Multi-team

Total advisors

57

Across 13 offices

Clients per advisor

55 Typical

Avg AUM per client

$406,232 Low

HNW client ratio

0% Very Low

About

Brian Snyder is a financial advisor with Pinnacle Investments, LLC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His career includes roles at Essex Securities LLC, Global Investment Advisors, LLC, Investors Capital Corp., and Eastern Point Advisors Inc. Outside of finance, he manages and works as a bartender and cook at Stanley’s Bar & Grille in Ford City, PA. Pinnacle Investments, LLC is a multi-team advisory firm managing over $1.2 billion and serving individuals, retirement plans, trusts, estates, and institutional clients. The firm offers comprehensive financial planning and portfolio management, employing both fundamental and technical analysis with a range of permitted investment strategies.

Client services

Based on Pinnacle Investments, LLC

Financial planning Portfolio management Selection of other advisers Educational seminars or workshops

Expertise

Based on Pinnacle Investments, LLC

Options & derivatives strategies Cash flow / budgeting General tax planning Wealth management

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Fee options

Fixed

Financial planning can also be charged a flat fee per plan; specific amounts vary

Percentage

3.00% annualized advisory fee; negotiable based on factors including IAR, account size, investment complexity, use of PCM as sub-advisor, and level of service

Commissions

Brokerage commissions charged on applicable transactions; separate from advisory fees

Project-based

Financial planning fees may be charged hourly; fees do not exceed $5,000 generally

Other

Account minimum: $10,000 (may be waived) for AdvisorPro; $100,000 (may be waived) for Pinnacle Capital Management; No Minimum for Financial Planning Minimum fee: Minimum annual program fee of $100 for advisory accounts

Location

See office

Kittanning, PA

Kittanning PA

Advisors at this office

1

Most active in

Pennsylvania

Work history

26 years of industry experience

Pinnacle Investments, LLC

2019 - Present • 7 years

Mansfield, MA

Essex Securities Llc

2010 - Present • 16 years

Danvers, MA

Global Investment Advisors, Llc

2010 - 2019 • 9 years

Danvers, MA

Investors Capital Corp.

2005 - 2010 • 5 years

PA

Eastern Point Advisors Inc.

2004 - 2004 • 1 year

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Noah R

Series 63, Series 65

New Bethlehem, PA

Green Leaf Advisors

Noah Rankin is a financial advisor at Green Leaf Advisors with Series 63 and Series 65 licenses and five years of industry experience. He has previously worked at Eagle Strategies (NY Life), Ruby Financial Group, and New York Life Insurance Company. Outside of his advisory role, he is also employed as a laborer and equipment operator with Rankin & Son Excavating, Inc. Green Leaf Advisors LLC is an independent, fee-only investment adviser serving mostly individual clients along with pension and profit-sharing plans. The firm utilizes asset allocation and Modern Portfolio Theory with a mix of passive and active funds and offers retirement plan consulting uncommon for a solo practice.

Business sale tax planning Tax strategies for small businesses Cash flow / budgeting College savings (529s, UTMA, etc.) General estate planning guidance
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Randall M

Series 66

Sarver, PA

Convivia Financial LLC

Randall Mielecki is a financial advisor at Convivia Financial LLC with eight years of industry experience. He holds a Series 66 designation and previously worked at Bank of America, Merrill, and National Cooperative Bank. Convivia Financial LLC is a single-advisor investment firm that provides non-discretionary direct asset management and financial planning services to individual and high-net-worth clients. The firm employs Modern Portfolio Theory to tailor portfolios based on clients’ goals, time horizons, and risk tolerances, requiring prior client approval before executing trades.

Wealth management College savings (529s, UTMA, etc.)
user avatar

Jarrod S

Series 63, Series 66

Sarver, PA

Legacy Edge Advisors

Jarrod Sleppy is a financial advisor at Legacy Edge Advisors with 14 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at TIAA-CREF from 2015 to 2026. Legacy Edge Advisors serves individuals, high-net-worth clients, and trusts, providing discretionary portfolio management and financial planning. The firm uses a blend of fundamental, quantitative, and technical analysis to guide investment decisions and manages over $1.2 billion in discretionary assets.

Options & derivatives strategies Real estate investing Annuities
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Timothy G

Series 63, Series 65

Sarver, PA

Bull Harbor Capital LLC.

Timothy Gottus is a financial advisor at Bull Harbor Capital LLC with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Park Avenue Securities and Guardian Life Insurance Company. Outside of his advisory role, he serves on the Planning Committee for the Buffalo Township Board and is president of the Freeport Basketball Boosters. Bull Harbor Capital LLC provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and retirement plans. The firm emphasizes long-term strategic asset allocation with tactical adjustments and uses a range of investment vehicles, including mutual funds, ETFs, individual equities, fixed income, and covered options.

Concentrated stock management Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Tana H

Series 63, Series 65, Series 66

Sarver, PA

PNC Wealth Management

Tana Hessom is a financial advisor with PNC Wealth Management in Sarver, PA, holding Series 63, 65, and 66 licenses and bringing 26 years of industry experience. She has been with PNC Investments and its affiliates since 2012. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including the Portfolio Solutions Strategist Digital Offering, which uses algorithmic questionnaires to guide investment strategies implemented via mutual funds and ETFs with annual rebalancing.

Passive / index investing Active portfolio management Wealth management Executive
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Jeffrey P

Series 66

Sarver, PA

Tlg Advisors, Inc.

Jeffrey Pifer is a financial advisor at TLG Advisors, Inc. with 21 years of industry experience. He holds a Series 66 designation and previously worked at Woodbury Financial Services, Inc. for 10 years. He is also involved with Pifer Financial Group in Sarver, PA, where he works as an insurance agent. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors, offering services that include portfolio management, financial and estate planning, ERISA fiduciary services, and a direct-to-consumer program called Starlight Portfolios.

Wealth management Passive / index investing Active portfolio management General estate planning guidance Business ownership considerations Founder/Business Owner Retired
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