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Brian James Lovecchio

Innovative Advisory Group

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About Brian James Lovecchio

Brian Lovecchio is an Investment Advisor Representative with Innovative Advisory Group. Brian has been in the financial industry since 2006. Brian holds the Series 63 and Series 65 securities licenses. Brian is a financial advisor who specializes in financial planning, portfolio management for businesses and individuals, and pension consulting. Brian is registered with the state of Virginia. Brian also has experience in business management consulting through Rios Partners.

Firm Information

Brian Lovecchio is currently registered with Innovative Advisory Group. Innovative Advisory Group is a Lexington, MA-based wealth management firm. The firm manages approximately $129 million in assets for 782 accounts and specializes in financial planning, pension consulting, and portfolio management for individuals, businesses, and charitable organizations.
Innovative Advisory Group

394 LOWELL STREET, SUITE 8

LEXINGTON, MA 02420

$129.00M

Assets Under Management

300

Total Clients

8

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Brian Lovecchio’s Registration & Firm History

VA

01/28/2022 - Present

Innovative Advisory Group (Arlington VA)

NY

01/20/2006 - 01/24/2008

CITIGROUP GLOBAL MARKETS INC. (ROCHESTER NY)

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Licenses & Designations

IA

Issued 10/12/2021

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/22/2006

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/19/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Brian James Lovecchio.
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