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Inactive

Harrison Strong Horton

Innovative Private Wealth Management Inc.

Somers, NY

Greenville, SC

CRD 8176821

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Employer firm

Innovative Private Wealth Management Inc. CRD 324586

$367M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

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

Current Employers
Innovative Private Wealth Management Inc.

361 Route 202, Somers, NY 10589 • United States

Current Registrations

AuthorityCategoryStatusDate
SC RA APPROVED 2025-10-17
  • SC RA
    APPROVED
    Since 2025-10-17

Branch Locations

361 Route 202, Somers, NY 10589 • United States

2 West Washington Street Suite 200, Greenville, SC 29601 • 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
Pai Pharma Greenville SC 05/2024 07/2024
Wilbert Burial Vault Greenville SC 05/2023 07/2023
Wofford College Greenville SC 07/2021 05/2025
Innovative Investment Management Greenville SC 05/2025 Present
Unemployed Student Greenville SC 05/2015 07/2017
Christ Church Episcopal School Greenville SC 07/2017 07/2021
Innovative Family Office Llc Greenville SC 11/2025 Present
  • 05/2024 → 07/2024
    Pai Pharma
    Greenville, SC
  • 05/2023 → 07/2023
    Wilbert Burial Vault
    Greenville, SC
  • 07/2021 → 05/2025
    Wofford College
    Greenville, SC
  • 05/2025 → Present
    Innovative Investment Management
    Greenville, SC
  • 05/2015 → 07/2017
    Unemployed Student
    Greenville, SC
  • 07/2017 → 07/2021
    Christ Church Episcopal School
    Greenville, SC
  • 11/2025 → Present
    Innovative Family Office Llc
    Greenville, SC
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-10-03
  • S65 Uniform Investment Adviser Law Examination
    2025-10-03

View on SEC IAPD

Nearby Firms

INNOVATIVE FAMILY OFFICE LLC
RAYMOND JAMES & ASSOCIATES, INC.
CARMINUCCI WEALTH MANAGEMENT

Nearby Investors

Paul Bennett Plesser
DEBINDER DESHMUKH
JON PHILIP PECORELLA

Nearby Offices

INNOVATIVE FAMILY OFFICE LLC · SOMERS, NY
RAYMOND JAMES & ASSOCIATES, INC. · SOMERS, NY
CARMINUCCI WEALTH MANAGEMENT · CROTON FALLS, NY

More in Somers, NY

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