Kimberly A Giannone
Investment adviser representative at Innovative Asset Advisors Group
19 yearsExperience
3 statesRegistered in
$297.9MFirm assets
1 yearFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
19 years in the industry.
- Innovative Asset Advisors GroupSep 2025 to now
- Financial Strategies Investment Advisor Services, Inc.Oct 2023 to now
- Prime Capital Investment Advisors, LLCJan 2022 to Sep 2023
- Private Client ServicesDec 2021 to Sep 2023
- Cambridge Investment Research, Inc.May 2020 to Dec 2021
- Financial Network LimitedMay 2020 to Dec 2021
- Royal AllianceApr 2018 to May 2020
- Guided Financial StrategiesDec 2007 to Oct 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 3 states (CT, FL, NH).
Innovative Asset Advisors Group
Legal name: Innovative Asset Advisors Group, LLC
$297.9MAssets managed
373Clients
12Advisers
1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5011372
- Firm CRD
- 336773