Peter N. Marron
Professional summary
Peter Nathan Marron is a registered financial advisor currently at PINNACLE ASSOCIATES, LTD. located in New York, New York.
Peter is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1984. Peter has worked at 4 firms and has passed the Series 63, Series 1, Series 24 and Series 8 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Peter Nathan Marron's CRS (Customer Relationship Summary).
Certified licenses
Experience
May 26, 2006 - Present
PINNACLE ASSOCIATES, LTD.
Office #1: 286 Madison Avenue 20th Floor, New York, NY 10017Office #2: One Station Place, Stamford, CT 06902December 17, 1993 - September 26, 2007
MATRIX CAPITAL GROUP, INC.
April 3, 1991 - January 15, 1993
PRUDENTIAL EQUITY GROUP, LLC
June 27, 1984 - December 20, 1990
J.P. MORGAN SECURITIES LLC
Primary Firm SEC Registration
PINNACLE ASSOCIATES, LTD.
CRD#: 110631 / SEC#: 801-20841
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(1/14/2014)
(1/30/2014)
(5/26/2006)
Exams
Series 1
Date: 12/6/1971
Registered Representative ExaminationSeries 8
Date: 9/26/1988
General Securities Sales Supervisor Examination (Options Module & General Module)Current Firm
PINNACLE ASSOCIATES, LTD.
CRD#: 110631 / SEC#: 801-20841
Contact information
SEC notice filing (35 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 6,429 |
| AUM (Assets Under Management) | $ 9,866,562,515 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/28/2025 | ||
| 01/14/2025 | ||
| 01/11/2024 |
Red Flags
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