Pinney & Scofield, Inc.

Pinney & Scofield, Inc. (CRD# 105365) is a financial advisory firm headquartered in Cambridge, MA. They manage $434,789,268 in 1,014 accounts and serve the financial needs of clients across 13 states (or territories).

By the Numbers
  • Total Assets Under Management
    435
    MILLION
  • Total Number of Accounts
    1,014
    ACCOUNTS
  • Average Account Value
    $428,786
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, CT, FL, ID, LA, MA, ME, NC, NH, NJ, NY, TX, VT

Financial Advisors at Pinney & Scofield, Inc.
Showing 1 - 3 of 3 top financial advisors.
1
John R. Goddard
CRD#: 2649353
22 Hilliard Street, Cambridge, MA 02138
96
Wealthminder
score

John Goddard (CRD# 2649353) is an Investment Advisor Representative working at Pinney & Scofield, Inc. in Cambridge, MA and has over 19 years of experience in the finance industry. John Goddard 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.

2
Richard A. Seeley
CRD#: 4643930
22 Hilliard Street, Cambridge, MA 02138
93
Wealthminder
score

Richard Seeley (CRD# 4643930) is an Investment Advisor Representative working at Pinney & Scofield, Inc. in Cambridge, MA and has over 14 years of experience in the finance industry.

3
James C. Pinney
CRD#: 735396
22 Hilliard St., Cambridge, MA 02138
90
Wealthminder
score

James Pinney (CRD# 735396) is an Investment Advisor Representative working at Pinney & Scofield, Inc. in Cambridge, MA and has 1 year of experience in the finance industry. James Pinney 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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