Timothy Picciott has been an investment adviser representative at Innovative Advisory Group since May 2018, and is not listed among the firm’s executive officers or direct owners.
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.
Tim Picciott is Wealth Advisor of Innovative Advisory Group. He has been helping clients retire since 2008. Before joining the firm, he was President and co-founder of FocalPoint Wealth Management, where he was an advisor affiliated with WealthCare Advisory Partners and LPL Financial, and he began at Waddell & Reed as a financial advisor for seven years.
Timothy Picciott’s longest registration is the current one, 8 years at Innovative Advisory Group since 2018. Before joining Innovative Advisory Group in 2018, Timothy Picciott was registered through Wealthcare Advisory Partners LLC and Waddell & Reed.
- Innovative Advisory GroupCurrent– present · 8 yearsGold Canyon, AZ · Adviser representative · Firm CRD 146618
- Wealthcare Advisory Partners LLC– · 2 yearsScottsdale, AZ · Adviser representative · Firm CRD 171976
- Waddell & Reed– · 7 yearsScottsdale, AZ · Adviser representative · Firm CRD 866
Professional designations
Listed by Innovative Advisory Group
- CFP®
- CRPC®
Investment adviser representative registrations
Timothy Picciott is registered as an investment adviser representative in 5 states. The first approvals date from May 2018; the most recent is Texas, in January 2022.
- ArizonaSince 21 May 2018
- CaliforniaSince 20 January 2022
- MassachusettsSince 28 August 2019
- New YorkSince 20 January 2022
- TexasSince 21 January 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 3 September 2008 |
| Series 7 | General Securities Representative Examination | 7 August 2008 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Timothy Theodore Picciott
- CRD
- 5535180
- Firm
- Innovative Advisory Group · CRD 146618
- Office
- Gold Canyon, AZ
- Registration
- Investment adviser registration
- In the industry since
- October 2008
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- innovativewealth.com
Where does Timothy Picciott work?
Timothy Picciott is an investment adviser representative registered through Innovative Advisory Group, LLC since May 2018, and is not listed among the firm’s executive officers or direct owners.
Is Timothy Picciott a financial advisor?
Yes. Timothy Picciott has a current investment-adviser registration in Arizona, California, Massachusetts, New York and Texas, through Innovative Advisory Group since May 2018.
How many years of experience does Timothy Picciott have?
Timothy Picciott has 17 years in the financial industry, since October 2008, across 3 adviser firms.
What exams has Timothy Picciott passed?
Timothy Picciott has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in August 2008. FINRA credited Timothy Picciott with the SIE, which began in October 2018.
Where did Timothy Picciott work before Innovative Advisory Group?
Before Innovative Advisory Group, Timothy Picciott was registered through Wealthcare Advisory Partners LLC, November 2015 to February 2018; Waddell & Reed, September 2008 to November 2015.
Where is Timothy Picciott based?
Timothy Picciott’s registered office is in Gold Canyon, AZ.
Is Timothy Picciott registered with FINRA?
No. Timothy Picciott has no current broker registration.
Is Timothy Picciott a CFP?
Innovative Advisory Group lists Timothy Picciott with the CFP credential (“CFP®”) on its website. CFP Board confirms certification status.
How can I verify Timothy Picciott’s record?
Search CRD 5535180 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Timothy Picciott’s full registration record.
