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Mark Thomas Nardella

Advisor at Pinnacle Investments, LLC — East Syracuse, NY Widewaters Pkwy

Updated today

Credentials

CFP®, Series 63, Series 65

Experience

29 years

Location

East Syracuse, NY 13057

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

Mark Nardella is a CFP® with 28 years of industry experience, currently serving as a financial advisor at Pinnacle Investments, LLC since 2019. He previously worked at Valic Financial Advisors for nine years. Nardella is also a board member of Pinnacle Holding Company, LLC. Pinnacle Investments is a multi-team SEC-registered investment adviser with approximately $1.06 billion in assets under management, serving nearly 2,000 clients including individuals, high-net-worth investors, retirement plans, trusts, charitable organizations, and institutional clients. The firm provides financial planning, portfolio management, and advisory consultations, utilizing both fundamental and technical analysis through its AdvisorPro program and third-party managers.

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 Concentrated stock management Active portfolio management Wealth management

Occupation focus

Based on Pinnacle Investments, LLC

Educators, Teachers, and Academics Founder/Business Owner

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Fee options

Fixed

Flat fee for financial plans as per Financial Planning Agreement

Percentage

3.00% annualized (negotiable based on IAR, account size, investment complexity, use of PCM as sub-advisor and level of service required)

Commissions

Firm operates as broker-dealer and receives commissions on transaction-based accounts; potential for dual compensation when assets converted to advisory accounts

Other

Account minimum: $10,000 may be waived Minimum fee: Minimum annual Program fee of $100.00 Fee-only: Financial Planning fees generally do not exceed $5,000; can be asset-based fee or flat fee per plan as per Financial Planning Agreement

Location

See office

East Syracuse, NY Widewaters Pkwy

5845 Widewaters Pkwy, Ste 300

East Syracuse NY 13057

Advisors at this office

43

Most active in

Colorado · Connecticut · Florida · Georgia · New Jersey · New York · North Carolina · South Carolina · Texas · Utah

Work history

29 years of industry experience

Pinnacle Investments, LLC

2019 - Present • 7 years

Syracuse, NY

Valic Financial Advisors

2010 - 2019 • 9 years

Latham, NY

Disclosures

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

Business activities & affiliations

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Robert J

CFP®, Series 63

Baldwinsville, NY

Main Street Wealth Management, LLC

Robert Just is a CFP® with seven years of industry experience. He is the sole advisor at Main Street Wealth Management, LLC, where he has worked since 2019. Prior to that, he spent two years at Wolfson Wealth Management, LLC. Main Street Wealth Management provides portfolio management, financial planning, and ongoing pension and employee benefit plan consulting to individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations. The firm uses a variety of analytical methods and typically recommends mutual funds and ETFs while also incorporating fixed income, REITs, annuities, and other instruments. It offers regular account monitoring and pension consulting services tailored to plan demographics and objectives.

Annuities Real estate investing
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Nancy G

Series 63, Series 66, Series 65

Syracuse, NY

Edward S. Green & Associates, LLC

Nancy Green is a financial advisor with Edward S. Green & Associates, LLC in Syracuse, NY. She holds Series 63, Series 65, and Series 66 licenses and has six years of industry experience. Outside of her advisory role, she works as a human resources consultant for Bousquet Holstein PLLC. Edward S. Green & Associates functions primarily as a solicitor for an unaffiliated investment adviser, providing clients with financial concierge services that coordinate education, retirement, and estate planning alongside other financial professionals. The firm does not manage client investment accounts directly and operates without taking custody of client assets or charging advisory fees based on assets under management.

Wealth management
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Judson A

Series 63, Series 66, Series 65

Cazenovia, NY

Dark Horse Wealth LLC

Judson Ames is the sole advisor at Dark Horse Wealth LLC in Cazenovia, NY, holding Series 63, 65, and 66 licenses with five years of industry experience. He has led Dark Horse Wealth LLC since 2011. Outside of his advisory work, he serves as a referee during the fall months. Dark Horse Wealth LLC advises individuals, pension and profit-sharing plans, and corporate clients, offering discretionary investment management, financial planning, and hourly consulting. The firm emphasizes retirement-plan services and combines long-term strategies with tactical portfolio adjustments, typically using low-cost mutual funds, ETFs, and select individual securities.

Wealth management General retirement planning Income planning Annuities Passive / index investing
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Samuel K

Series 65

Syracuse, NY

Kraemer Capital Management LLC

Samuel Kraemer is the sole advisor at Kraemer Capital Management LLC in Syracuse, NY, holding a Series 65 credential with four years of industry experience. Prior to his advisory role, he has worked in various positions including at Hillside Children’s Center, where he serves as a Youth Advocate assisting high school students with graduation and post-secondary planning. Kraemer Capital Management LLC is an independent advisory firm providing discretionary investment management and comprehensive financial planning services primarily to individual clients. The firm focuses on tailored portfolios based on fundamental analysis and a long-term investment approach, with regular portfolio reviews and reporting.

General retirement planning College savings (529s, UTMA, etc.) Debt management
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Jessica C

Series 66, Series 63

Chittenango, NY

Champion, Jessica

Jessica Champion is a financial advisor based in Chittenango, NY, with eight years of industry experience. She holds Series 63 and Series 66 licenses and has worked at several firms including Ameriprise Financial Services LLC, LPL Financial, and The Summit Federal Credit Union. Since 2025, she has operated her own independent practice, Champion Method LLC. Her firm provides wealth management and financial planning services to individuals and high-net-worth clients, delivering ongoing investment advice and written financial plans covering retirement, estate, tax, college savings, business planning, insurance review, and risk management. The firm uses a blend of modern portfolio theory, fundamental and technical analysis, and behavioral finance coaching, offering both passive and active investment options, as well as customizable socially responsible investing portfolios.

Retirement income strategy General retirement planning Cash flow / budgeting
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Mattawe C

Series 63, Series 65

Marietta, NY

Clements Investment Management

Mattawe Clements is the principal advisor at Clements Investment Management in Marietta, NY, holding Series 63 and Series 65 licenses with 20 years of industry experience. He has managed Clements Investment Management since 2013 and has been involved in insurance and financial services since 1990. Additionally, he owns Clements Ranching LLC, a farm and ranch business that raises hay and cattle in Fernley, NV. Clements Investment Management provides discretionary investment management and financial consulting to individuals, retirement plans, trusts, estates, and charitable organizations. The firm manages approximately $26 million across about 42 clients, employing a strategic asset-allocation, core-satellite approach focused on passive index funds and ETFs supplemented by selective active management.

Wealth management Passive / index investing Active portfolio management
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