Kirk Chisholm has been President of Innovative Advisory Group since November 2008, is a control person of the firm and directly owns under 5% of it.
Innovative Advisory Group, LLC is a Lexington, MA firm with $194M under management, 300 clients and 8 advisers across 5 offices, as of its September 2026 filing.
Kirk Chisholm is Principal of Innovative Advisory Group. He is co-chair of the Investment Committee and Head of the Traditional Investment Risk Management Group. He has been providing wealth management services since 1999. Before integrating with Innovative Advisory Group in 2008, he founded Stirling Global Advisors, LLC in 2005, and he has also held wealth management roles at UBS PaineWebber and Smith Barney.
Kirk Chisholm’s longest registration is the current one, 17 years at Innovative Advisory Group since 2008. Before joining Innovative Advisory Group in 2008, Kirk Chisholm was registered through Royal Alliance Associates, Inc. and UBS Painewebber Inc.
- Innovative Advisory GroupCurrent– present · 17 yearsLexington, MA · Adviser representative · Firm CRD 146618
- Royal Alliance Associates, Inc.– · 3 yearsWakefield, MA · Adviser representative · Firm CRD 23131
- UBS Painewebber Inc.– · 2 yearsBoston, MA · Adviser representative · Firm CRD 8174
Investment adviser representative registrations
Kirk Chisholm is registered as an investment adviser representative in 22 states. The first approvals date from November 2008; the most recent is Montana, in September 2026.
- ArizonaSince 29 March 2018
- CaliforniaSince 20 January 2022
- ColoradoSince 9 March 2023
- ConnecticutSince 22 January 2022
- FloridaSince 15 February 2022
- LouisianaSince 21 February 2022
- MaineSince 12 November 2008
- MarylandSince 19 January 2022
- MassachusettsSince 25 November 2008
- MichiganSince 28 April 2022
- MinnesotaSince 20 September 2019
- MontanaSince 10 September 2026
- NebraskaSince 19 September 2025
- New HampshireSince 3 March 2009
- New JerseySince 26 January 2011
- New YorkSince 20 January 2022
- North CarolinaSince 13 March 2023
- PennsylvaniaSince 29 April 2022
- South CarolinaSince 22 June 2020
- TexasSince 9 January 2021
- VirginiaSince 27 January 2022
- WashingtonSince 13 April 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 25 August 2005 |
| Series 63 | Uniform Securities Agent State Law Examination | 16 November 1999 |
| Series 7 | General Securities Representative Examination | 5 October 1999 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Kirk Ronald Chisholm
- CRD
- 4004975
- Firm
- Innovative Advisory Group · CRD 146618
- Role
- President
- Office
- 394 LOWELL STREET, SUITE 8, Lexington, MA 02420
- Registration
- Investment adviser registration
- In the industry since
- May 2003
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- innovativewealth.com
Where does Kirk Chisholm work?
Kirk Chisholm has been President of Innovative Advisory Group, LLC since November 2008, and is a control person of the firm.
Is Kirk Chisholm a financial advisor?
Yes. Kirk Chisholm has a current investment-adviser registration in Arizona, California, Colorado, Connecticut, Florida, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Montana, Nebraska, New Hampshire, New Jersey, New York, North Carolina, Pennsylvania, South Carolina, Texas, Virginia and Washington, through Innovative Advisory Group since November 2008.
How many years of experience does Kirk Chisholm have?
Kirk Chisholm has 23 years in the financial industry, since May 2003, across 3 adviser firms.
What exams has Kirk Chisholm passed?
Kirk Chisholm has passed 3 licensing exams: the Series 7, Series 63 and Series 65. The earliest, the Series 7, was passed in October 1999.
Where did Kirk Chisholm work before Innovative Advisory Group?
Before Innovative Advisory Group, Kirk Chisholm was registered through Royal Alliance Associates, Inc., August 2005 to November 2008; UBS Painewebber Inc., November 2000 to March 2003.
Where is Kirk Chisholm based?
Kirk Chisholm’s registered office is in Lexington, MA.
Is Kirk Chisholm registered with FINRA?
No. Kirk Chisholm has no current broker registration.
How can I verify Kirk Chisholm’s record?
Search CRD 4004975 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Kirk Chisholm’s full registration record.
