# Pioneer Advisory LLC

> Pioneer Advisory LLC is an SEC-registered investment advisory firm in Jersey City, NJ, registered since 2025, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 337502
- Filed as: PIONEER ADVISORY LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Jersey City, NJ
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/337502
- AdvisorCensus page: https://advisorcensus.com/firm/pioneer-advisory-llc-jersey-city-nj-337502

## Quick answers

**How is Pioneer Advisory LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Pioneer Advisory LLC reports these compensation arrangements: fixed fees (other than subscription fees).

**Where is Pioneer Advisory LLC located?**
Pioneer Advisory LLC's principal office is in Jersey City, NJ, according to its Form ADV.

**Is Pioneer Advisory LLC registered with the SEC or a state?**
Pioneer Advisory LLC is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 337502.

**How much does Pioneer Advisory LLC manage?**
Pioneer Advisory LLC reports $94,783 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (0% discretionary).

**What types of clients does Pioneer Advisory LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (85); corporations or other businesses not listed above (3).

**Does Pioneer Advisory LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/337502

**What changed in Pioneer Advisory LLC's recent Form ADV filings?**
In the December 2025 filing data: Newly registered with the SEC.

## From the Form ADV filing

### Compensation (Item 5.E)
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $94,783
- Discretionary: $0
- Non-discretionary: $94,783

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 85 | $91,983 |
| High net worth individuals | Fewer than 5 | $0 |
| Banking or thrift institutions | Fewer than 5 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $0 |
| Charitable organizations | Fewer than 5 | $0 |
| State or municipal government entities (including government pension plans) | Fewer than 5 | $0 |
| Other investment advisers | Fewer than 5 | $0 |
| Insurance companies | Fewer than 5 | $0 |
| Sovereign wealth funds and foreign official institutions | Fewer than 5 | $0 |
| Corporations or other businesses not listed above | 3 | $2,800 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters

### Firm details
- Registered since: 2025 (1 year)
- Employees: 2 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NJ
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- apps.apple.com/app/id6741485629
- pitrade.com
- play.google.com/store/apps/details

## Changes in the filing (last 12 months)

### December 2025
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Pioneer Advisory LLC (CRD 337502): Form ADV filing data as of October 2026.