Paul R Dio
Investment adviser representative at Innovative Advisory Group
15 yearsExperience
1 stateRegistered in
$194MFirm assets
4 yearsFirm 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
- Pension consulting
Experience
15 years in the industry.
- Innovative Advisory Group, LLCJan 2021 to now
- LPL Financial LLCNov 2017 to Dec 2020
- Trilogy Capital, Inc.Nov 2015 to Dec 2020
- Trilogy Financial ServicesDec 2011 to Dec 2020
- National Planning CorporationDec 2011 to Dec 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2012
- Series 65 · Uniform Investment Adviser Law2015
State registrations
Registered as an investment adviser representative in 1 state (MA).
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
- 6003511
- Firm CRD
- 146618