Katelyn
Simmons
Peddock Capital Advisors, LLC
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About this Advisor
Katelyn Simmons is a certified financial planner operating out of Braintree, Massachusetts, with a total of 7 years of relevant experience. Simmons works at Peddock Capital Advisors, LLC. Their career trajectory has included roles at The Vanguard Group, Inc, Clemson University and Peddock Capital Advisors, LLC. Simmons maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to operate in Massachusetts. Peddock Capital Advisors, LLC is a registered investment company headquartered in Braintree, MA. It has a total of seven financial advisors. It controls $496 million in assets between its 372 accounts, placing it among the bigger financial advisory firms in the country by assets under management. Of its 372 accounts, 66% are associated with high-net-worth clients who have at least $1 million in assets. Peddock Capital Advisors, LLC has a wide set of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and other services. Fees for financial advice typically are based on which service is provided. However, fees billed by Peddock Capital Advisors, LLC can include 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
Katelyn Simmons Work History
Katelyn has been registered as a financial advisor for 7 years.*
Peddock Capital Advisors, LLC
The Vanguard Group, Inc
Clemson University
*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 Katelyn Simmons 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.
