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PINNEY & SCOFIELD, INC.
PINNEY & SCOFIELD, INC.
CAMBRIDGE, Massachusetts
·
4 registered advisors
·
CRD# 105365
SEC# 801-23657
3
617-492-6223
01
Firm Overview
AUM
$666M
Regulatory assets under management
Employees
4
Total firm employees
Advisors
4
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Hourly charges
03
Specialties
Financial Planning
Investment Management
04
Advisors at PINNEY & SCOFIELD, INC.
4 registered advisors
Dean Allyn Scofield
CAMBRIDGE, Massachusetts
CRD# 4338953
James Charles Pinney
CAMBRIDGE, Massachusetts
CRD# 735396
John Robert Goddard
CAMBRIDGE, Massachusetts
CRD# 2649353
Richard Anthony Seeley
CAMBRIDGE, Massachusetts
CRD# 4643930
05
Office Locations
CAMBRIDGE, Massachusetts
4 advisors
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Data sourced from SEC Form ADV filings. PINNEY & SCOFIELD, INC. (CRD# 105365) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.