CRD: 149450
Pinedo Financial Services
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- Custodian
- LPL Financial
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 04-24-2009
- Office Locations
- 1
Office Locations
About Pinedo Financial Services
Pinedo Financial Services is a CFP-led practice serving individuals and families, with a niche focus on school district employees. The firm emphasizes retirement strategy and financial planning with attention to tax implications, and coordinates investment management with life and long-term care insurance planning to help protect family legacy goals. Portfolios commonly use public funds, ETFs, and core fixed income. Affiliated with LPL Financial.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 140 clients, or 140 clients per representative. That equates to $152.5K in reported AUM per client.
The profile lists 1 reported office location and 17 years in operation. The source data was last updated on April 2, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full Pinedo Financial Services record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
STEVEN BRIEN PINEDO
President
- CRD
- #4588673
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $21,349,680 | -- |
| Non-Discretionary | $0 | -- |
| Total | $21,349,680 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Pinedo Financial Services has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.