Innovative Advisory Group

CRD 146618 · Lexington, MA · $194.0M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 146618
SEC number: 801-122046
Firm type: RIA
Assets under management: $194.0M as of Feb 19, 2026
Website: www.linkedin.com/COMPANY/INNOVATIVE-ADVISORY-GROUP ↗
Phone: 781-577-2782
Address: 394 Lowell Street, Suite 8, Lexington, MA, 02420

Advisors at this firm

8 in our index · page 1 of 1

Kirk Ronald ChisholmCRD 4004975 · Lexington, MA

IA Registered
Paul R DioCRD 6003511 · Lexington, MA

IA RegisteredRegistration inactive
John Mark EnglishCRD 5974241 · Nyack, NY

IA RegisteredRegistration inactive
Redina E FranklinCRD 2867546 · Lubbock, TX

IA RegisteredRegistration inactive
Rajeev H KotyanCRD 5479610 · Lexington, MA

IA Registered
Krista LetcherCRD 6912124 · Lincoln, NE

IA RegisteredRegistration inactive
Timothy Theodore PicciottCRD 5535180 · Gold Canyon, AZ

IA RegisteredRegistration inactive
Tienchia WangCRD 4803112 · Lexington, MA

IA Registered

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

SEC IAPD record for firm CRD 146618 ↗ FINRA BrokerCheck record for firm CRD 146618 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.