Unclaimed Profile

John Robert Goddard

PINNEY & SCOFIELD, INC.·CAMBRIDGE, Massachusetts

Series 6, Series 7, Series 63, Series 65Clean record24 years registeredPINNEY & SCOFIELD, INC.

22 HILLIARD STREET, CAMBRIDGE, MA 02138-4922CRD# 2649353Firm CRD# 105365

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

John Robert Goddard · CAMBRIDGE, MA

Registration

CRD #2649353 · PINNEY & SCOFIELD, INC. · 24 years registered

Brand Profile

Not yet started

Career History

PINNEY & SCOFIELD, INC.

Jun 2007 – present

COMMONWEALTH FINANCIAL NETWORK

Apr 2002 – Oct 2002

BURLINGTON, MA

Registrations & Exams

FINRA examinations passed

Series 6

Series 7

Series 63

Series 65

Registration record

First registered · April 13, 2002

Years registered · 24

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

PINNEY & SCOFIELD, INC.

CRD 105365 · SEC 801-23657

AUM

$666M

Regulatory assets under management

Employees

1,217 client accounts

Services offered by PINNEY & SCOFIELD, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at PINNEY & SCOFIELD, INC. →

Introduction

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Frequently Asked Questions

What services does John Robert Goddard offer?

John Robert Goddard specializes in Financial Planning, Investment Management. Contact their office in CAMBRIDGE, Massachusetts for a consultation.

What are John Robert Goddard's credentials?

John Robert Goddard is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is John Robert Goddard located?

John Robert Goddard is based in CAMBRIDGE, Massachusetts, working with PINNEY & SCOFIELD, INC.. Their office serves clients in the CAMBRIDGE metropolitan area and surrounding communities.

How does John Robert Goddard charge for services?

John Robert Goddard's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PINNEY & SCOFIELD, INC.?

PINNEY & SCOFIELD, INC. has approximately 4 employees and manages $666M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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