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PINNEY & SCOFIELD, INC.

CAMBRIDGE, MA · CRD 105365 · IAPD ↗ · pinneyandscofield.com · 617-492-6223

$858.7MRegulatory AUM
3Advisory reps
4Employees
5Clients
251-500Planning clients
0Private funds
16States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

68
April 2025 — PINNEY & SCOFIELD, INC. now reports custody of client assets ($20.0M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.