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Timothy Theodore Picciott

Innovative Advisory Group

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About Timothy Theodore Picciott

Timothy Theodore Picciott is an investment advisor representative with Innovative Advisory Group. Timothy has been in the financial industry for over 10 years and has experience working with individuals, high net worth individuals, and charitable organizations. Timothy is registered with the state of Arizona, California, Massachusetts, New York and Texas. Timothy also holds the Series 7 and Series 66 securities licenses. Timothy offers a range of services including financial planning, pension consulting, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.

Firm Information

Timothy Picciott 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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Timothy Picciott’s Registration & Firm History

MA

01/21/2022 - Present

Innovative Advisory Group (LEXINGTON MA)

AZ

11/19/2015 - 03/01/2018

LPL FINANCIAL LLC (SCOTTSDALE AZ)

AZ

08/08/2008 - 11/30/2015

WADDELL & REED (SCOTTSDALE AZ)

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Licenses & Designations

BOTH

Issued 09/03/2008

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/07/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Timothy Theodore Picciott.
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