Theresa Procida
Theresa Procida is a registered investment advisor at Innovative Investment Fiduciaries, LLC, based in Moorestown, NJ, with 21 years of industry experience. Theresa operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Retirement Planning.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
101A Foster Road, Moorestown, NJ, 08057
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Theresa is a licensed insurance agent offering non-variable insurance products, dedicating full-time hours to Innovative Benefit Planning LLC. She is also a partner in Innovative Properties, a real estate venture, but spends minimal time on it.
Employment History
Current Registrations
Innovative Investment Fiduciaries, LLC
Previous Registrations
Main Street Investment Advisors, LLC
Tower Square Securities, INC.
Ws Griffith Securities, INC.
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.