Patrick
Ziegler
Innovative Advisory Group
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About this Advisor
Patrick Ziegler is a financial advisor working in Burnt Hills, New York. Ziegler is on the advisory team at Innovative Advisory Group. Throughout their career, Ziegler has worked at Ascendium Education Solutions, Stride Funding, Wells Fargo Education Financial Services, Town Of Ballston, Lendkey, Simmons Capital Group and Innovative Advisory Group, LLC. Ziegler holds a Series 65 license, qualifying them as an investment advisor representative, and is able to serve investors in New York. Innovative Advisory Group is an advisory business based in Lexington, MA. The firm has offices in five locations and a total of nine financial advisors. It oversees $124 million in assets under management across its 875 customer accounts, making it one of the mid-sized firms in the nation by assets under management. The firm serves one charitable organizations. Of its 875 accounts, just 10% belong to high-net-worth individuals who have greater than $1 million in investable assets. The advisory firm performs a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees for financial management usually are based on the type of financial services. Fees charged by Innovative Advisory Group may include any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Innovative Advisory Group Brokerage Details
$124,000,000
9
875
$141,714
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Patrick Ziegler Work History
Patrick has been registered as a financial advisor for 0 years.*
Innovative Advisory Group, LLC
Ascendium Education Solutions
Stride Funding
Wells Fargo Education Financial Services
Town Of Ballston
Lendkey
Simmons Capital Group
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Patrick Ziegler to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Innovative Advisory Group
Burnt Hills, NY
Arlington, VA
Lexington, MA
Nyack, NY
Lexington, MA
Lexington, MA
Lexington, MA
Lexington, MA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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