Unclaimed Profile

James Charles Pinney

PINNEY & SCOFIELD, INC.·CAMBRIDGE, Massachusetts

Clean record32 years registeredPINNEY & 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. · 32 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: PINNEY & SCOFIELD, INC.

PINNEY & SCOFIELD, INC.

Apr 1994 – Nov 2020

CAMBRIDGE, MA

Registrations & Exams

Registration record

First registered · April 13, 1994

Years registered · 32

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

PINNEY & SCOFIELD, INC.

CRD 105365 · SEC 801-23657

AUM

$666M

Regulatory assets under management

Employees

1,217 client accounts

Services offered by PINNEY & SCOFIELD, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at PINNEY & SCOFIELD, INC. →

Introduction

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Frequently Asked Questions

What services does James Charles Pinney offer?

James Charles Pinney specializes in Financial Planning, Investment Management.

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, last registered with PINNEY & SCOFIELD, INC..

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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