AC
Andrea E. Coladarci
PINNACLE INVESTMENTS
Long Valley, NJ
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CRD#: 5942760
AC
Professional summary
Andrea Elizabeth Coladarci, who also goes by Andrea Moir, is a registered financial advisor currently at PINNACLE INVESTMENTS, LLC located in Long Valley, New Jersey.
Andrea is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2011. Andrea has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Andrea Moir
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Green Power Chemical, Is Not Investment Related, "151 Sparta Rd, Green Township, NJ, 07821, United States", Sales, Data Entry, Start Date: 9/20/2024,10 hours per month, 0 hours per month during trading hours, Hourly Compensation, Entering information and putting together invoices. Done remotely off hours
CRS (Client Relationship Summary) - RIA
Click below to view Andrea Elizabeth Coladarci's CRS (Customer Relationship Summary).
CRS (Client Relationship Summary) - BD
Click below to view Andrea Elizabeth Coladarci's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
April 7, 2022 - Present
PINNACLE INVESTMENTS, LLC
Office #2: 89 Headquarters Plaza 14th Floor, Morristown, NJ, 07960RIA
BD
CRD#: 142910
Long Valley, NJ
Current
April 7, 2022 - Present
PINNACLE INVESTMENTS, LLC
Office #1: 89 Headquarters Plaza 14th Floor, Morristown, NJ, 07960RIA
BD
CRD#: 142910
Morristown, NJ
Past
December 5, 2011 - April 6, 2022
VALIC FINANCIAL ADVISORS, INC.
RIA
CRD#: 42803
MOUNT LAUREL, NJ
Past
December 5, 2011 - April 6, 2022
VALIC FINANCIAL ADVISORS, INC.
BD
CRD#: 42803
MOUNT LAUREL, NJ
Past
October 12, 2011 - January 4, 2012
MORGAN STANLEY
RIA
CRD#: 149777
FLORHAM PARK, NJ
Past
September 13, 2011 - January 4, 2012
MORGAN STANLEY
BD
CRD#: 149777
FLORHAM PARK, NJ
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
PI
PINNACLE INVESTMENTS, LLC
PINNACLE INVESTMENTS, LLC | PINNACLE INVESTMENTS,LLC | PINNACLE INVESTMENTS, LLC (SUCCESSOR)
CRD#: 142910 / SEC#: 801-67860, 8-67515
RIA
Registered Investment Advisory firm - SEC (5/18/2007 Approved)Arizona
Registered Investment Advisory firm - SEC (9/12/2018 Terminated)Rhode Island
Registered Investment Advisory firm - SEC (5/2/2019 Approved)BD
Broker-Dealer Firm Regulated by FINRA (Woodbridge district office)
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
California(10/23/2024)
IAR
California(10/25/2024)
RR
Florida(4/7/2022)
IAR
Florida(4/8/2022)
RR
Missouri(7/2/2025)
IAR
Missouri(7/2/2025)
RR
New Jersey(4/7/2022)
IAR
New Jersey(4/7/2022)
RR
New York(4/7/2022)
IAR
New York(4/7/2022)
RR
Oregon(7/2/2025)
IAR
Oregon(7/10/2025)
RR
Pennsylvania(4/7/2022)
IAR
Pennsylvania(4/7/2022)
RR
Washington(6/17/2025)
IAR
Washington(6/17/2025)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
PI
PINNACLE INVESTMENTS, LLC
PINNACLE INVESTMENTS, LLC | PINNACLE INVESTMENTS,LLC | PINNACLE INVESTMENTS, LLC (SUCCESSOR)
CRD#: 142910 / SEC#: 801-67860, 8-67515
RIA
Registered Investment Advisory firm - SEC (5/18/2007 Approved)Arizona
Registered Investment Advisory firm - SEC (9/12/2018 Terminated)Rhode Island
Registered Investment Advisory firm - SEC (5/2/2019 Approved)BD
Broker-Dealer Firm Regulated by FINRA (Woodbridge district office)
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Contact information
Main Address
5845 Widewaters Pkwy Ste 300, East Syracuse, NY 13057
Mailing Address
5845 Widewaters Pkwy Ste 300, East Syracuse, NY 13057
Phone number
(315) 251-1101
Established
New York since 08/04/2006
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees
60
SEC notice filing (41 States and Territories)
FINRA licenses (51 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 2,860 |
| AUM (Assets Under Management) | $ 1,056,507,711 |
Disclosures
| Regulatory Event | 3 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/26/2025 | ||
| 12/23/2024 | ||
| 03/27/2024 | ||
| 03/31/2023 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
