Career
Susan Root has been Senior Account Administrator of Pinnacle Associates since March 1999. Susan Root is not listed as a control person, but directly owns between 10% and 25% of the firm.
Pinnacle Associates, LTD. is a New York, NY firm with $10.4B under management, 2,325 clients and 33 advisers across 9 offices, as of its March 2026 filing.
The IAPD individual lookup on 17 October 2026 returned no individual record. This profile uses the firm’s Form ADV Schedule A ownership listing.
Credentials and registrations
Individual registration and examination information for Susan Root 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
- Susan Root
- CRD
- 4361198
- Record basis
- Form ADV officer listing
Disciplinary history is not reported here, in either direction. Check the SEC record.
Common questions
Where does Susan Root work?
Susan Root has been Senior Account Administrator of Pinnacle Associates, LTD. since March 1999.
Leadership at Pinnacle Associates
- Scott BrownPresident
- Donald DowdVice President
- James FerrareExecutive Vice President
- Eric FreedgoodVice President
- King HarrisSenior Vice President
- Joel HeymanSenior Vice President/Director of Operations
- Peter MarronExecutive Vice President
- John PassiosExecutive Vice President
- Kimon PassiosExecutive Vice President
- Paul LagermasiniChief Financial Officer
- Joseph SheaChief Compliance Officer
- John BocockSenior Portfolio Manager
- Michael DelfinoDirector of Taft Hartley Services
- Timothy PiacentiniSenior Portfolio Manager
- Harold SteinSenior Portfolio Manager