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Isaac C. Pino

SHRIER ASSOCIATES
RICHMOND, VA 23230
Some features on this profile are disabled
CRD#: 6691483
IP

Professional summary

Isaac Christopher Pino is a registered financial advisor currently at SHRIER ASSOCIATES, LLC located in Richmond, Virginia.

Isaac is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Isaac has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Isaac Christopher Pino's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

March 1, 2024 - Present

SHRIER ASSOCIATES, LLC

Office #1: 2920 W Broad St Suite 81, Richmond, VA 23230
RIA
CRD#: 129043
RICHMOND, VA
Past

August 25, 2016 - February 29, 2024

HUCKLEBERRY CAPITAL MANAGEMENT, LLC

RIA
CRD#: 173149
Asheville, NC

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
North Carolina
(3/1/2024)
IAR
Texas
(4/12/2024)
IAR
Virginia
(12/10/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 8/25/2016
Uniform Investment Adviser Law Examination

Current Firm

SA
SHRIER ASSOCIATES, LLC
SHRIER ASSOCIATES | SHRIER, RICHARD MARC | SHRIER ASSOCIATES, LLC

CRD#: 129043 / SEC#:

Massachusetts
Registered Investment Advisory firm - (5/16/1994 Approved)
New Hampshire
Registered Investment Advisory firm - (1/17/2013 Approved)
North Carolina
Registered Investment Advisory firm - (3/1/2016 Approved)
Texas
Registered Investment Advisory firm - (4/12/2024 Approved)
Virginia
Registered Investment Advisory firm - (12/10/2025 Approved)
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Contact information

Main Address
Clinton, MA
Mailing Address
Phone number
(508) 898-9500
Established
Firm type
Fiscal year end
# of Employees
3

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts287
AUM (Assets Under Management)$ 77,594,501

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

SHRIER ASSOCIATES, LLC

CRD#: 129043Richmond, VA 23230

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