Isaac Rudy Pineda
Investment adviser representative at Lifeworks Advisors, LLC
9 yearsExperience
1 stateRegistered in
$966.7MFirm assets
5 yearsFirm in business
Are you Isaac Rudy Pineda? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed 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
9 years in the industry.
- Lifeworks Advisors, LLCJan 2026 to now
- Lifeworks Advisors, LLC dba Wealth Innovation GroupSep 2024 to now
- LPL Financial LLCJul 2024 to Oct 2024
- Centaurus Financial, Inc.Feb 2022 to Jun 2024
- J.P. Morgan Securities LLCMay 2019 to Feb 2022
- JPMorgan Chase Bank, N.A.Apr 2019 to Feb 2022
- UnemployedNov 2018 to Mar 2019
- Cerda Munoz Advisors, Inc.Jan 2018 to Oct 2018
- Nylife Securities LLCAug 2015 to Dec 2017
- New York Life Insurance Co.Apr 2015 to Dec 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2015
- Series 65 · Uniform Investment Adviser Law2018
State registrations
Registered as an investment adviser representative in 1 state (CA).
Lifeworks Advisors, LLC
$966.7MAssets managed
1,814Clients
42Advisers
5 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
- 6482135
- Firm CRD
- 288255