Timothy Theodore Picciott
Investment adviser representative at Innovative Advisory Group
18 yearsExperience
5 statesRegistered in
CFP® certificationDesignation
$194MFirm assets
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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
- Pension consulting
Experience
18 years in the industry.
- Innovative Advisory GroupApr 2018 to now
- Ironplan, LLCDec 2012 to now
- LPL Financial, LLCNov 2015 to Feb 2018
- Wealthcare Advisory Partners, LLCNov 2015 to Feb 2018
- First Wave TriathlonJan 2013 to Feb 2018
- Various Insurance Carriers for W & R Insurance AgenciesAug 2008 to Feb 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2008
State registrations
Registered as an investment adviser representative in 5 states (AZ, CA, MA, NY, TX).
Innovative Advisory Group
Legal name: Innovative Advisory Group, LLC
$194MAssets managed
300Clients
8Advisers
4 yearsIn 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
- 5535180
- Firm CRD
- 146618