John
Desimone
Peddock Capital Advisors, LLC
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About this Advisor
John Desimone is a certified financial planner who works in Braintree, Massachusetts with a total of 2 years of industry experience. Desimone is currently employed by Peddock Capital Advisors, LLC. During their career, Desimone has held roles at Dakota Wealth, LLC (Formerly Oakmont Partners, LLC), Oakmont Capital Partners, LLC, Charity Partners, Inc, Peddock Capital Advisors, LLC, Dakota Wealth, LLC and Gml Associates, Pc. Desimone has Series 63 and Series 66 licenses, qualifying them as a securities broker, and is approved to operate in Massachusetts. Peddock Capital Advisors, LLC is a financial advisory business that has its headquarters in Braintree, MA. The investment advisory business has a total of seven financial advisors. It has $496 million in assets among its 372 customer accounts, placing it among the larger investment advisory firms in the United States by assets under management. Of its 372 customer accounts, 66% belong to high-net-worth individuals who have at least $1 million in investable assets. Peddock Capital Advisors, LLC performs a broad set of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and other services. A financial advisor's fees typically are based on which service is offered. However, fees charged by Peddock Capital Advisors, LLC can include some combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Peddock Capital Advisors, LLC Brokerage Details
$495,544,938
7
372
$1,332,110
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Other
John Desimone Work History
John has been registered as a financial advisor for 2 years.*
Peddock Capital Advisors, LLC
Dakota Wealth, LLC
Gml Associates, Pc
Charity Partners, Inc
Dakota Wealth, LLC (Formerly Oakmont Partners, LLC)
Oakmont Capital Partners, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of John Desimone to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Peddock Capital Advisors, LLC
Braintree, MA
Braintree, MA
Braintree, MA
Braintree, MA
Braintree, MA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
