John
Pocceschi
Spring Mountain Capital, Lp
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About this Advisor
John Pocceschi is a financial advisor based in Princeton Junction, New Jersey, working with Spring Mountain Capital, Lp. John has previously held positions at UBS Financial Services, Inc, Merrill Lynch, Pierce, Fenner & Smith Inc, Vending Gourmet, Bank of America, N.A, Oppenheimer & Co., Inc, and Spring Mountain Capital, Lp. John has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in New Jersey. Currently, John is part of Spring Mountain Capital, Lp, which operates out of Princeton Junction, New Jersey. The firm has 1 office and 35 employees. The firm manages assets totaling $1.7 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, and selection of other advisers. The fee structure at Spring Mountain Capital, Lp includes asset-based, fixed, and performance-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Spring Mountain Capital, Lp Brokerage Details
$1,651,783,601
35
616
$2,681,467
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection of other advisers
John Pocceschi Work History
Spring Mountain Capital, Lp
Oppenheimer & Co., Inc
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America, N.A
Ubs Financial Services, Inc
Vending Gourmet
Disclosures
Please visit the SEC profile of John Pocceschi 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 Spring Mountain Capital, Lp
New York, NY
Princeton Junction, NJ
Princeton Junction, NJ
The content in this profile was updated by SmartAsset on 6/19/2024. 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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