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Terriann Procida

INNOVATIVE INVESTMENT FIDUCIARIES, LLC·CINNAMINSON, New Jersey
Series 6, Series 63Clean record24 years registeredINNOVATIVE 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 · 24 years registered
Brand Profile
Not yet started
01

Career History

INNOVATIVE INVESTMENT FIDUCIARIES, LLC
Mar 2013 – present
MAIN STREET INVESTMENT ADVISORS, LLC
Apr 2008 – Mar 2015
MOORESTOWN, NJ
TOWER SQUARE SECURITIES, INC.
Jul 2004 – Dec 2007
CINNAMINSON, NJ
WS GRIFFITH SECURITIES, INC.
Jun 2002 – Jan 2003
CINNAMINSON, NJ
02

Registrations & Exams

FINRA examinations passed
Series 6
Series 63
Registration record
First registered · June 21, 2002
Years registered · 24
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
INNOVATIVE INVESTMENT FIDUCIARIES, LLC
CRD 159814 · SEC 801-77666
Employees
3
Total firm employees
Services offered by INNOVATIVE INVESTMENT FIDUCIARIES, LLC
Per Form ADV
Publication of periodicals/newsletters
View all advisors at INNOVATIVE INVESTMENT FIDUCIARIES, LLC →
Introduction

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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.
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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in New Jersey
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Research
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