Unclaimed Profile

Kirk Ronald Chisholm

INNOVATIVE ADVISORY GROUP, LLC·LEXINGTON, Massachusetts

Series 7, Series 63, Series 65Clean record25 years registeredINNOVATIVE ADVISORY GROUP, LLC

394 LOWELL STREET, SUITE 8, LEXINGTON, MA 02420CRD# 4004975Firm CRD# 146618

Profile Verification

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

Identity

Kirk Ronald Chisholm · LEXINGTON, MA

Registration

CRD #4004975 · INNOVATIVE ADVISORY GROUP, LLC · 25 years registered

Brand Profile

Not yet started

Career History

INNOVATIVE ADVISORY GROUP

Nov 2008 – present

ROYAL ALLIANCE ASSOCIATES, INC.

Aug 2005 – Nov 2008

WAKEFIELD, MA

UBS PAINEWEBBER INC.

Nov 2000 – Mar 2003

BOSTON, MA

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Series 65

Registration record

First registered · November 30, 2000

Years registered · 25

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

INNOVATIVE ADVISORY GROUP, LLC

CRD 146618 · SEC 801-122046

AUM

$129M

Regulatory assets under management

Employees

782 client accounts

Services offered by INNOVATIVE ADVISORY GROUP, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at INNOVATIVE ADVISORY GROUP, LLC →

Introduction

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Frequently Asked Questions

What services does Kirk Ronald Chisholm offer?

Kirk Ronald Chisholm specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in LEXINGTON, Massachusetts for a consultation.

What are Kirk Ronald Chisholm's credentials?

Kirk Ronald Chisholm is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Kirk Ronald Chisholm located?

Kirk Ronald Chisholm is based in LEXINGTON, Massachusetts, working with INNOVATIVE ADVISORY GROUP, LLC. Their office serves clients in the LEXINGTON metropolitan area and surrounding communities.

How does Kirk Ronald Chisholm charge for services?

Kirk Ronald Chisholm's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is INNOVATIVE ADVISORY GROUP, LLC?

INNOVATIVE ADVISORY GROUP, LLC has approximately 9 employees and manages $129M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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