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Dawn Christina Pedicord

PEDICORD WEALTH MANAGEMENT, LLC·ROCKLIN, California
Clean recordPEDICORD WEALTH MANAGEMENT, LLC
6520 LONETREE BLVD, ROCKLIN, CA 95765CRD# 3193741Firm CRD# 314931

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Dawn Christina Pedicord · ROCKLIN, CA
Registration
CRD #3193741 · PEDICORD WEALTH MANAGEMENT, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Dawn Christina Pedicord is a registered financial advisor based in ROCKLIN, California, affiliated with PEDICORD WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
Introduction

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03

Firm Overview

Firm
PEDICORD WEALTH MANAGEMENT, LLC
PEDICORD WEALTH MANAGEMENT, LLC
AUM
$97M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at PEDICORD WEALTH MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Charitable organization or education services
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Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 3193741
Firm CRD# 314931
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Dawn Christina Pedicord offer?
Dawn Christina Pedicord specializes in Financial Planning, Investment Management. Contact their office in ROCKLIN, California for a consultation.
What are Dawn Christina Pedicord's credentials?
Dawn Christina Pedicord is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Dawn Christina Pedicord located?
Dawn Christina Pedicord is based in ROCKLIN, California, working with PEDICORD WEALTH MANAGEMENT, LLC. Their office serves clients in the ROCKLIN metropolitan area and surrounding communities.
How does Dawn Christina Pedicord charge for services?
Dawn Christina Pedicord's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PEDICORD WEALTH MANAGEMENT, LLC?
PEDICORD WEALTH MANAGEMENT, LLC has approximately 2 employees and manages $97M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Research
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