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Joel Heyman

Senior Vice President/Director of Operations at Pinnacle Associates

Officer record from the firm’s Form ADVForm ADV filed 26 March 2026

Joel Heyman is Senior Vice President/Director of Operations of Pinnacle Associates, LTD., a New York investment adviser.

Role at Pinnacle Associates

Title on Schedule A
Senior Vice President/Director of Operations
Control
Joel Heyman is not a control person of Pinnacle Associates.
Ownership
An individual ownership band is not available in the source record.
Tenure
Joel Heyman has held the filed role since April 1995.

The firm

Pinnacle Associates, LTD.
New York, NY

Form ADV filed 26 March 2026

$10.4B AUM2,325 clients33 advisers9 offices

Career on record

The IAPD individual lookup on 17 October 2026 returned no individual record. This profile uses the firm’s Form ADV officer listing.

Registrations and exams

Individual registration and examination information for Joel Heyman is unavailable. An officer title or CRD number does not by itself establish current investment adviser representative registration, and no registration or examination counts are inferred.

Officer record

Full name
Joel Heyman
CRD
1542323
Firm
Pinnacle Associates, LTD.
Record basis
Form ADV officer listing
Firm bio
pinnacle-associates.com

This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. Check this record on adviserinfo.sec.gov

Background

Pinnacle lists Joel Heyman as senior vice president and director of operations. Official firm biography/team page

Common questions

Where does Joel Heyman work?

Joel Heyman has been Senior Vice President/Director of Operations of Pinnacle Associates, LTD. since April 1995.

Source: Form ADV, Schedule A, filed 26 March 2026

Leadership at Pinnacle Associates

Sources

  1. IAPD individual lookup, CRD 1542323. This profile uses the Form ADV officer listing; the individual lookup did not provide a current investment-adviser record.
  2. Form ADV Part 1A, Schedules A and B of Pinnacle Associates, LTD., filed 26 March 2026. Title, control and ownership bands.
  3. Pinnacle Associates team page. Biography, education, credentials, awards.

Retrieved 17 October 2026. The SEC record may have been amended since.

Report a correction

This profile is compiled from public regulatory records and the firm's own published materials, and is provided for informational purposes only. Niva Wealth is not affiliated with Joel Heyman or Pinnacle Associates, LTD. and makes no representation about the quality of their services. This directory does not report disciplinary history, in either direction.