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James Charles Pinney

PINNEY & SCOFIELD, INC.·CAMBRIDGE, Massachusetts
Clean recordPINNEY & SCOFIELD, INC.
22 HILLIARD STREET, CAMBRIDGE, MA 02138-4922CRD# 735396Firm CRD# 105365

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
James Charles Pinney · CAMBRIDGE, MA
Registration
CRD #735396 · PINNEY & SCOFIELD, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

James Charles Pinney is a registered financial advisor based in CAMBRIDGE, Massachusetts, affiliated with PINNEY & SCOFIELD, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
PINNEY & SCOFIELD, INC.
PINNEY & SCOFIELD, INC.
AUM
$666M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at PINNEY & SCOFIELD, INC. →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 735396
Firm CRD# 105365
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does James Charles Pinney offer?
James Charles Pinney specializes in Financial Planning, Investment Management. Contact their office in CAMBRIDGE, Massachusetts for a consultation.
What are James Charles Pinney's credentials?
James Charles Pinney is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Charles Pinney located?
James Charles Pinney is based in CAMBRIDGE, Massachusetts, working with PINNEY & SCOFIELD, INC.. Their office serves clients in the CAMBRIDGE metropolitan area and surrounding communities.
How does James Charles Pinney charge for services?
James Charles Pinney's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PINNEY & SCOFIELD, INC.?
PINNEY & SCOFIELD, INC. has approximately 4 employees and manages $666M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at PINNEY & SCOFIELD, INC.

Dean Allyn Scofield
CAMBRIDGE, MA
John Robert Goddard
CAMBRIDGE, MA
Richard Anthony Seeley
CAMBRIDGE, MA

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