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Katelyn Mary Simmons

PEDDOCK CAPITAL ADVISORS, LLC·BRAINTREE, Massachusetts
Unclaimed Profile
50 BRAINTREE HILL OFFICE PARK, BRAINTREE, MA 02184CRD# 6208246Firm CRD# 148216
01

About

Katelyn Mary Simmons is a registered financial advisor based in BRAINTREE, Massachusetts, affiliated with PEDDOCK CAPITAL ADVISORS, 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
03

Firm Overview

Firm
PEDDOCK CAPITAL ADVISORS, LLC
PEDDOCK CAPITAL ADVISORS, LLC
AUM
$614M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at PEDDOCK CAPITAL ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 6208246
Firm CRD# 148216
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Katelyn Mary Simmons offer?
Katelyn Mary Simmons specializes in Financial Planning, Investment Management. Contact their office in BRAINTREE, Massachusetts for a consultation.
What are Katelyn Mary Simmons's credentials?
Katelyn Mary Simmons is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Katelyn Mary Simmons located?
Katelyn Mary Simmons is based in BRAINTREE, Massachusetts, working with PEDDOCK CAPITAL ADVISORS, LLC. Their office serves clients in the BRAINTREE metropolitan area and surrounding communities.
How does Katelyn Mary Simmons charge for services?
Katelyn Mary Simmons'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 PEDDOCK CAPITAL ADVISORS, LLC?
PEDDOCK CAPITAL ADVISORS, LLC has approximately 6 employees and manages $614M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in BRAINTREE
David Charles Morgan — COMPASS CAPITAL CORPORATIONPatricia Bryniarski Welsh — COMPASS CAPITAL CORPORATIONRobert Byron Murphy — LITTLE HOUSE CAPITAL, LLCJohn Frederick Desimone — PEDDOCK CAPITAL ADVISORS, LLCHenry Jefferds Wheelwright — STABLEPOINT PARTNERS, LLC
Nearby cities in Massachusetts
BOSTON (4228)CAMBRIDGE (266)WALTHAM (210)WELLESLEY (201)NEWTON (143)
City Guides
BOSTON GuideCAMBRIDGE GuideWALTHAM GuideWELLESLEY GuideNEWTON Guide
Research
Advisor Fees in MassachusettsNational Fee Analysis
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