Role at Pinnacle Associates
- Title on Schedule A
- Senior Portfolio Manager
- Control
- Timothy Piacentini is not a control person of Pinnacle Associates.
- Ownership
- An individual ownership band is not available in the source record.
- Tenure
- Timothy Piacentini has held the filed role since September 2002.
The firm
Form ADV filed 26 March 2026
Career on record
Timothy Piacentini has been registered through Pinnacle Associates since January 2014, and before that through Pwm Advisory Group, LLC.
- Pwm Advisory Group, LLC– · 1 yearRed Bank, NJ · Adviser representative · Firm CRD 158332
- Passed Series 7 and Series 63 · 1991
Registrations and exams
Timothy Piacentini has a current investment-adviser registration in Louisiana and New Jersey and has passed 2 qualifying exams.
| State | Scope | Status | Since |
|---|---|---|---|
| Louisiana | Investment adviser representative | Approved | 30 January 2014 |
| New Jersey | Investment adviser representative | Approved | 19 February 2014 |
- Scope
- Investment adviser representative
- Status
- Approved
- Scope
- Investment adviser representative
- Status
- Approved
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 63 | Uniform Securities Agent State Law Examination | 21 November 1991 |
| Series 7 | General Securities Representative Examination | 14 November 1991 |
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
Individual record
- Full name
- Timothy Joseph Piacentini
- CRD
- 2191886
- Registration status
- Investment adviser registration
- 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 Associates’ current team page lists Timothy J. Piacentini as Executive Vice President. Pinnacle Associates team page
Common questions
Where does Timothy Piacentini work?
Timothy Piacentini has been Senior Portfolio Manager of Pinnacle Associates, LTD. since September 2002.
Is Timothy Piacentini a financial advisor?
Yes. Timothy Piacentini has a current investment-adviser registration in Louisiana and New Jersey, through Pinnacle Associates since January 2014, as of 17 October 2026.
How many years of experience does Timothy Piacentini have?
Timothy Piacentini has worked in the financial industry for 13 years as of 17 October 2026, counted from 10 December 2012, across 2 adviser firms.
What exams has Timothy Piacentini passed?
Timothy Piacentini has passed 2 licensing exams: the Series 7 and Series 63. The earliest, the Series 7, was passed in November 1991.
Where did Timothy Piacentini work before Pinnacle Associates?
Before Pinnacle Associates, Timothy Piacentini was registered through Pwm Advisory Group, LLC, September 2011 to November 2012.
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
- Harold SteinSenior Portfolio Manager
- Susan RootSenior Account Administrator