Timothy Picciott, financial advisor Lexington MA

Timothy Picciott

CRD Number: 5535180
Current Firm: Innovative Advisory Group

Timothy Picciott (CRD# 5535180) is an Investment Advisor Representative working at Innovative Advisory Group in Lexington, MA and has over 15 years of experience in the finance industry. Timothy Picciott has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Innovative Advisory Group Gold Canyon, AZ Apr 2018 - Current 5
Ironplan, LLC Peoria, AZ Dec 2012 - Current 11
Lpl Financial, LLC Scottsdale, AZ Nov 2015 - Feb 2018 2
Wealthcare Advisory Partners, LLC Scottsdale, AZ Nov 2015 - Feb 2018 2
First Wave Triathlon Glendale, AZ Jan 2013 - Feb 2018 5
Various Insurance Carriers For W & R Insurance Agencies Peoria, AZ Aug 2008 - Feb 2018 9
Bni Arizona-desert Ridge Referral Partners Phoenix, AZ Oct 2015 - Nov 2015 < 1
Waddell & Reed, Inc. Peoria, AZ Jul 2008 - Nov 2015 7
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2008
Contact Info for Timothy T. Picciott
Phone Number: 781-577-2782
Registered State(s):
  • AZ
  • CA
  • MA
  • NY
  • TX
By the Numbers
  • Total Assets Under Management
    129
    MILLIONS
  • Total Number of Accounts
    782
    ACCOUNTS
  • Average Account Value
    $164,962
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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)
Types of Clients
Registered States

AZ, CA, CO, CT, FL, LA, MA, MD, ME, MI, MN, NC, NH, NJ, NY, PA, SC, TX, VA, WA

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