AdvisorOS Directory
Claim Profile
Unclaimed Profile
TP

Terriann Procida

INNOVATIVE INVESTMENT FIDUCIARIES, LLC·CINNAMINSON, New Jersey
Clean recordINNOVATIVE INVESTMENT FIDUCIARIES, LLC
1630 RIVERTON ROAD, CINNAMINSON, NJ 08077CRD# 2124622Firm CRD# 159814

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Terriann Procida · CINNAMINSON, NJ
Registration
CRD #2124622 · INNOVATIVE INVESTMENT FIDUCIARIES, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Terriann Procida is a registered financial advisor based in CINNAMINSON, New Jersey, affiliated with INNOVATIVE INVESTMENT FIDUCIARIES, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Fee-Only Advisory
Client Types

Client type data will be added during profile enrichment.

Introduction

Speak with Terriann

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

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

03

Firm Overview

Firm
INNOVATIVE INVESTMENT FIDUCIARIES, LLC
INNOVATIVE INVESTMENT FIDUCIARIES, LLC
AUM
—
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at INNOVATIVE INVESTMENT FIDUCIARIES, LLC →
Services
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 2124622
Firm CRD# 159814
View on FINRA BrokerCheck →

Looking for a financial advisor in CINNAMINSON?

Browse all registered financial advisors in CINNAMINSON, New Jersey or claim this profile if it's yours.

Browse CINNAMINSON AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Terriann Procida offer?
Terriann Procida specializes in Fee-Only Advisory. Contact their office in CINNAMINSON, New Jersey for a consultation.
What are Terriann Procida's credentials?
Terriann Procida is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Terriann Procida located?
Terriann Procida is based in CINNAMINSON, New Jersey, working with INNOVATIVE INVESTMENT FIDUCIARIES, LLC. Their office serves clients in the CINNAMINSON metropolitan area and surrounding communities.
How does Terriann Procida charge for services?
Terriann Procida's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is INNOVATIVE INVESTMENT FIDUCIARIES, LLC?
INNOVATIVE INVESTMENT FIDUCIARIES, LLC has approximately 3 employees. 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 →

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in New Jersey
PRINCETON (218)NEWARK (200)SUMMIT (178)JERSEY CITY (156)RED BANK (136)MORRISTOWN (119)SHORT HILLS (65)PARSIPPANY (61)CHATHAM (51)ENGLEWOOD (46)
City Guides
PRINCETON GuideNEWARK GuideSUMMIT GuideJERSEY CITY GuideRED BANK Guide
Research
Advisor Fees in New JerseyNational Fee Analysis
Request removal of this profile