Innovative Advisory Group

Innovative Advisory Group (CRD# 146618) is a financial advisory firm headquartered in Lexington, MA. They manage $129,000,000 in 782 accounts and serve the financial needs of clients across 20 states (or territories).

By the Numbers
  • Total Assets Under Management
    129
    MILLION
  • 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
The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Innovative Advisory Group
Showing 1 - 9 of 9 top financial advisors.
1
Kirk R. Chisholm
CRD#: 4004975
394 Lowell Street, Suite 8, Lexington, MA 02420

Kirk Chisholm (CRD# 4004975) is an Investment Advisor Representative working at Innovative Advisory Group in Lexington, MA and has over 24 years of experience in the finance industry.

2
Paul R. Dio
CRD#: 6003511
394 Lowell Street, Suite 8, Lexington, MA 02420

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.

3
John M. English
CRD#: 5974241
Nyack, NY

John English (CRD# 5974241) is an Investment Advisor Representative working at Innovative Advisory Group in Nyack, NY and has over 7 years of experience in the finance industry.

4
Redina E. Franklin
CRD#: 2867546
Lubbock, TX

Redina Franklin (CRD# 2867546) is an Investment Advisor Representative working at Innovative Advisory Group in Lubbock, TX and has over 26 years of experience in the finance industry.

5
Rajeev H. Kotyan
CRD#: 5479610
394 Lowell Street, Suite 8, Lexington, MA 02420

Rajeev Kotyan (CRD# 5479610) is an Investment Advisor Representative working at Innovative Advisory Group in Lexington, MA and has over 16 years of experience in the finance industry.

6
Timothy T. Picciott
CRD#: 5535180
394 Lowell Street, Suite 8, Lexington, MA 02420

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.

7
Brian J. Lovecchio
CRD#: 4399921
Arlington, VA

Brian Lovecchio (CRD# 4399921) is an Investment Advisor Representative working at Innovative Advisory Group in Arlington, VA and has over 18 years of experience in the finance industry.

8
Tienchia Wang
CRD#: 4803112
394 Lowell Street, Suite 8, Lexington, MA 02420

Tienchia Wang (CRD# 4803112) is an Investment Advisor Representative working at Innovative Advisory Group in Lexington, MA and has over 19 years of experience in the finance industry.

9
Patrick S. Ziegler
CRD#: 5738995
Burnt Hills, NY

Patrick Ziegler (CRD# 5738995) is an Investment Advisor Representative working at Innovative Advisory Group in Burnt Hills, NY and has 1 year of experience in the finance industry.

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