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Isaac Christopher Pino

Shrier Associates, LLC

Clinton, MA

Richmond, VA

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Current Employers
Shrier Associates, Llc

Clinton, MA • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2025-12-10
TX RA APPROVED 2024-04-12
NC RA APPROVED 2024-03-01
  • VA RA
    APPROVED
    Since 2025-12-10
  • TX RA
    APPROVED
    Since 2024-04-12
  • NC RA
    APPROVED
    Since 2024-03-01

Branch Locations

Clinton, MA • United States

2920 W Broad St Suite 81, Richmond, VA 23230 • 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
Huckleberry Capital Management Eugene OR 08/2016 03/2024
Redwood Valuation Partners, Llc Asheville NC 01/2019 01/2021
Shrier Associates, Llc Clinton MA 03/2024 Present
Fern Leaf Interactive, Llc Ashville NC 07/2021 Present
  • 08/2016 → 03/2024
    Huckleberry Capital Management
    Eugene, OR
  • 01/2019 → 01/2021
    Redwood Valuation Partners, Llc
    Asheville, NC
  • 03/2024 → Present
    Clinton, MA
  • 07/2021 → Present
    Fern Leaf Interactive, Llc
    Ashville, NC
Previous Registrations
  • 2016-08-25 → 2024-02-29
    Huckleberry Capital Management, Llc
    Eugene, OR
    Asheville, NC
    Asheville, NC
    Asheville, NC
Other Businesses

Fern Leaf Interactive, LLC; CFO; Investment Related: No; Description of the business: Software company using climate data for community resilience planning.; Responsibilities Duties: Financial reporting; Start date with business: 2021-07-01; Hours devoted to business during trading hours: 2; Hours devoted to business outside trading hours: 2; Percentage of total yearly compensation expected to be derived from the business: 5;

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-08-25
  • S65 Uniform Investment Adviser Law Examination
    2016-08-25

View on SEC IAPD

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