Paul Dio (CRD# 6003511) is an Investment Advisor Representative working at Innovative Advisory Group in Lexington, MA and has over 12 years of experience in the finance industry.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 4046712
Stonehearth Capital Management
CRD# 2086353
Fidelity Personal And Workplace Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Innovative Advisory Group, LLC | Lexington, MA | Jan 2021 - Current | 3 |
| Lpl Financial LLC | Woburn, MA | Nov 2017 - Dec 2020 | 3 |
| Trilogy Capital, Inc. | Woburn, MA | Nov 2015 - Dec 2020 | 5 |
| Trilogy Financial Services | Woburn, MA | Dec 2011 - Dec 2020 | 9 |
| Lpl Financial LLC | Woburn, MA | Nov 2017 - Jan 2018 | < 1 |
| National Planning Corporation | Woburn, MA | Dec 2011 - Dec 2017 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 2012 |
| S65 | NASAA Investment Advisors Law Examination | May 2015 |
- MA
-
Total Assets Under Management129MILLIONS
-
Total Number of Accounts782ACCOUNTS
-
Average Account Value$164,962
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AZ, CA, CO, CT, FL, LA, MA, MD, ME, MI, MN, NC, NH, NJ, NY, PA, SC, TX, VA, WA
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