Claim Profile
JM

John Drew Mcclellan

PEAR TREE PARTNERS, LP·LINCOLN, Massachusetts
Unclaimed Profile
55 OLD BEDFORD ROAD, LINCOLN, MA 01773CRD# 6623538Firm CRD# 152581
01

About

John Drew Mcclellan is a registered financial advisor based in LINCOLN, Massachusetts, affiliated with PEAR TREE PARTNERS, LP. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
PEAR TREE PARTNERS, LP
PEAR TREE PARTNERS, LP
AUM
$100M
Regulatory assets under management
Employees
6
Total firm employees
Services
Pension consulting
04

Background

Compensation
Other: FIXED PERCENTAGE OF DISTRIBUTIONS
Regulatory
SEC/IARD CRD# 6623538
Firm CRD# 152581
1 disclosure on file
View on FINRA BrokerCheck →

Looking for a financial advisor in LINCOLN?

Browse all registered financial advisors in LINCOLN, Massachusetts or claim this profile if it's yours.

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does John Drew Mcclellan offer?
John Drew Mcclellan specializes in Retirement Planning. Contact their office in LINCOLN, Massachusetts for a consultation.
What are John Drew Mcclellan's credentials?
John Drew Mcclellan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is John Drew Mcclellan located?
John Drew Mcclellan is based in LINCOLN, Massachusetts, working with PEAR TREE PARTNERS, LP. Their office serves clients in the LINCOLN metropolitan area and surrounding communities.
How does John Drew Mcclellan charge for services?
John Drew Mcclellan's firm is compensated through other: fixed percentage of distributions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PEAR TREE PARTNERS, LP?
PEAR TREE PARTNERS, LP has approximately 6 employees and manages $100M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Browse by specialty