Andrew
Peapos
Woodmont Investment Counsel, LLC
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About this Advisor
Andrew Peapos is a financial advisor based in Nashville, Tennessee, working with Woodmont Investment Counsel, LLC. Andrew has previously held positions at Bloomsburg University, Ameriprise Financial Services, LLC, Dorney Park, Chick-Fil-A, Notre Dame High School, Abound Wealth Management, LLC, and Woodmont Investment Counsel, LLC. Andrew has passed the Series 66 regulatory exam and is registered to provide services in Tennessee. Currently, Andrew is part of Woodmont Investment Counsel, LLC, which operates out of Nashville, Tennessee. The firm has 1 office and 11 employees. The firm manages assets totaling $1.4 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and selection of other advisers. The fee structure at Woodmont Investment Counsel, LLC includes asset-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Woodmont Investment Counsel, LLC Brokerage Details
$1,410,518,396
11
1,299
$1,085,849
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Andrew Peapos Work History
Woodmont Investment Counsel, LLC
Abound Wealth Management, LLC
Ameriprise Financial Services, LLC
Ameriprise Financial Services LLC
Ameriprise Financial Services, LLC
Chick-Fil-A
Bloomsburg University
Dorney Park
Notre Dame High School
Disclosures
Please visit the SEC profile of Andrew Peapos 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 Woodmont Investment Counsel, LLC
Nashville, TN
Nashville, TN
Nashville, TN
Nashville, TN
Nashville, TN
Nashville, TN
Nashville, TN
Nashville, TN
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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