Pinnacle Investments
47yrs
Top advisor by experience in East Syracuse
29yrs
Mark Nardella is a fiduciary financial advisor in East Syracuse, New York, with 29 years in the industry. Mark joined Pinnacle Investments in 2021, after nine years at Valic Financial Advisors and a year at Merrill. Mark holds the CFP® designation.
One of 87 advisors with offices in East Syracuse, and one of 69 fiduciaries.
At a glance
Experience29 years (since 1997)
How that compares ?Top 18% by experience nationwide
Office5845 Widewaters Parkway Suite 300, East Syracuse, NY 13057
How the firm is paid ?Percent of assets, Hourly, Other
Typical client at the firm ?$406,232
Advisors at the firm57
States licensed ?2 states
Services through Pinnacle Investments
Financial planningInvestment management for individuals and small businessesChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2021 – nowPinnacle Investments, LLCCurrent firm
- 2011 – 2019Valic Financial Advisors, Inc.Previously
- Oct 2009 – Dec 2010MerrillPreviously
- 2006 – 2009Banc of America Investment Services, Inc.Previously
- 1997 – 2006MerrillPreviously
Contact Mark
Local office(315) 234-9716Ask for Mark. (315) 251-1101Main office 5845 Widewaters Parkway Suite 300East Syracuse, NY 13057Office · Get directions LinkedIn pagePinnacle Investments
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Questions to ask Mark
Tailored to Mark’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Mark
How do I contact Mark?
Call Mark’s local office at (315) 234-9716 or the Pinnacle Investments main office at (315) 251-1101, and ask for Mark Nardella.
How long has Mark been a financial advisor?
Mark has been in the industry since 1997, about 29 years. Top 18% by experience nationwide.
What licenses does Mark hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Mark a fiduciary?
Mark is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Mark paid?
Pinnacle Investments reports being paid by a percentage of the assets they manage, hourly fees, other fees. Ask Mark for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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