Richard Seeley
Pinney & Scofield · Cambridge, Massachusetts
Richard Seeley is a fee-only financial advisor at Pinney & Scofield in Cambridge, Massachusetts, who holds the CFP credential. Pinney & Scofield reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | Pinney & Scofield |
|---|---|
| Based in | Cambridge, Massachusetts |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $858.7M across 1,256 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MA, TX · CRD 4643930 |
| Exams passed | Series 65 (2002) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.pinneyandscofield.com |
How Richard's firm compares
- Pinney & Scofield's average account is about $684,000, from its Form ADV (assets managed divided by 1,256 accounts).
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Questions about Richard
Is Richard Seeley a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Richard holds no broker registration, and Pinney & Scofield reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Richard charge for financial advice?
Richard's firm, Pinney & Scofield, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Richard Seeley based?
Richard Seeley is based in Cambridge, Massachusetts.
What credentials does Richard Seeley hold?
Richard Seeley holds the CFP credential.
Is Richard Seeley registered with the SEC?
Yes. Richard Seeley is registered as an investment adviser representative in MA and TX (CRD 4643930), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Pinney & Scofield manage?
Pinney & Scofield reports $858.7M across 1,256 accounts in assets under management.
How do I contact Richard Seeley?
Through Richard's website, www.pinneyandscofield.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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