Unclaimed Profile

Aviva Shrock Pinto

HIGHLINE WEALTH MANAGEMENT, LLC·ROCKVILLE, Maryland

Series 7, Series 24, Series 63, Series 65, Series 66Clean record23 years registeredHIGHLINE WEALTH MANAGEMENT, LLC

ONE PRESERVE PARKWAY, ROCKVILLE, MD 20852CRD# 1558865Firm CRD# 142542

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Aviva Shrock Pinto · ROCKVILLE, MD

Registration

CRD #1558865 · HIGHLINE WEALTH MANAGEMENT, LLC · 23 years registered

Brand Profile

Not yet started

Career History

WEALTHSPIRE ADVISORS

Jan 2021 – present

WEALTHSPIRE ADVISORS

Sep 2015 – Dec 2020

NEW YORK, NY

HIGHLINE WEALTH MANAGEMENT, LLC

Sep 2013 – Sep 2015

NEW YORK, NY

HILLVIEW CAPITAL ADVISORS, LLC

Mar 2010 – Feb 2012

NEW YORK, NY

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Oct 2009 – Dec 2009

GARDEN CITY, NY

BANC OF AMERICA INVESTMENT SERVICES, INC.

Nov 2008 – Oct 2009

GARDEN CITY, NY

LAZARD ASSET MANAGEMENT LLC

Jun 2003 – May 2004

NEW YORK, NY

Registrations & Exams

FINRA examinations passed

Series 7

Series 24

Series 63

Series 65

Series 66

Registration record

First registered · June 5, 2003

Years registered · 23

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

HIGHLINE WEALTH MANAGEMENT, LLC

CRD 142542 · SEC 801-67341

AUM

$1.4B

Regulatory assets under management

Employees

3,020 client accounts

Services offered by HIGHLINE WEALTH MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at HIGHLINE WEALTH MANAGEMENT, LLC →

Introduction

Speak with Aviva

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Aviva is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in ROCKVILLE?

Browse all registered financial advisors in ROCKVILLE, Maryland or claim this profile if it's yours.

Browse ROCKVILLE Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Aviva Shrock Pinto offer?

Aviva Shrock Pinto specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ROCKVILLE, Maryland for a consultation.

What are Aviva Shrock Pinto's credentials?

Aviva Shrock Pinto is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Aviva Shrock Pinto located?

Aviva Shrock Pinto is based in ROCKVILLE, Maryland, working with HIGHLINE WEALTH MANAGEMENT, LLC. Their office serves clients in the ROCKVILLE metropolitan area and surrounding communities.

How does Aviva Shrock Pinto charge for services?

Aviva Shrock Pinto's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is HIGHLINE WEALTH MANAGEMENT, LLC?

HIGHLINE WEALTH MANAGEMENT, LLC has approximately 24 employees and manages $1.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →