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Todd Michael Pierce

Innovate Wealth

Scottdale, PA

Park City, UT

CRD 4142531

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Employer firm

Innovate Wealth CRD 283332

$90.5M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • RETIREMENT PLAN SERVICES

From the firm’s Form ADV. Read the guides:

Current Employers
Innovate Wealth

Scottdale, PA • United States

Current Registrations

AuthorityCategoryStatusDate
UT RA APPROVED 2025-08-25
  • UT RA
    APPROVED
    Since 2025-08-25

Branch Locations

Scottdale, PA • United States

Park City, UT • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Innovate Wealth Scottdale PA 04/2025 Present
Self Employed Park City UT 05/2023 04/2025
Utah Peaks Capital Park City UT 01/2022 05/2023
Mns International New York NY 04/2019 01/2022
Conventus Capital New York NY 07/2012 03/2019
  • 04/2025 → Present
    Innovate Wealth
    Scottdale, PA
  • 05/2023 → 04/2025
    Self Employed
    Park City, UT
  • 01/2022 → 05/2023
    Utah Peaks Capital
    Park City, UT
  • 04/2019 → 01/2022
    Mns International
    New York, NY
  • 07/2012 → 03/2019
    Conventus Capital
    New York, NY
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2026-02-28
S65 Uniform Investment Adviser Law Examination 2024-10-08
  • S63 Uniform Securities Agent State Law Examination
    2026-02-28
  • S65 Uniform Investment Adviser Law Examination
    2024-10-08

View on SEC IAPD

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