Pioneer Advisory LLC
Firm details
- Headquarters
- Jersey City, New Jersey
- CRD number
- 337502
- Registered since
- August 18, 2025
- Website
- www.pitrade.com
- Fee structure
- Fixed Fees
- Client types
- Individuals97.05%
- Corporations / Businesses2.95%
- Services
- Portfolio Management for IndividualsPublication of Periodicals
Firm profile
FINTRXOverview
Pioneer Advisory LLC is a limited liability company that provides fee-based advisory services to both individuals and institutional clients. The firm is registered with the SEC (registered in 2025) and operates on a fixed-fee basis. Its advisory work centers on portfolio management for individual clients and small business accounts and also includes publishing periodic written market commentary or newsletters. The firm does not identify as an active ESG investor and is not structured as a multi-state or related adviser.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Cash & Cash Equivalents38%
- Public Funds/Mutual Funds32%
- Exchange Traded Equities30%
Owners & executives
1 of 1Priyanka Ranjan
COOCRD 7992187
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Jersey City, NJ
Hudson
Location
Jersey City, NJ
Headquartered in Jersey City, NJ, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- Hudson
- Address
- 111 Town Square Pl
- Time zone
- ET (UTC-5)
- Office locations
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