Unclaimed Profile

John Armistead Guthery

IQVESTMENT, LLC·WOBURN, Massachusetts

Series 7, Series 7TO, Series 53, Series 63, Series 87CFAClean record1 years registeredIQVESTMENT, LLC

12 GILL ST., WOBURN, MA 01801CRD# 2262922Firm CRD# 157514

Profile Verification

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

Identity

John Armistead Guthery · WOBURN, MA

Registration

CRD #2262922 · IQVESTMENT, LLC · 1 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: IQVESTMENT, LLC

IQVESTMENT, LLC

Sep 2024 – Aug 2025

WOBURN, MA

Registrations & Exams

FINRA examinations passed

Series 7

Series 7TO

Series 53

Series 63

Series 87

Registration record

First registered · September 6, 2024

Years registered · 1

Professional designation · CFA

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

IQVESTMENT, LLC

CRD 157514 · SEC 801-79638

AUM

$2M

Regulatory assets under management

Employees

327 client accounts

Services offered by IQVESTMENT, LLC

Per Form ADV

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

View all advisors at IQVESTMENT, LLC →

Introduction

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Frequently Asked Questions

What services does John Armistead Guthery offer?

John Armistead Guthery specializes in Investment Management.

What are John Armistead Guthery's credentials?

John Armistead Guthery holds the following professional designations: CFA. These credentials require rigorous education, examination, and ongoing continuing education.

Where is John Armistead Guthery located?

John Armistead Guthery is based in WOBURN, Massachusetts, last registered with IQVESTMENT, LLC.

How does John Armistead Guthery charge for services?

John Armistead Guthery's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is IQVESTMENT, LLC?

IQVESTMENT, LLC has approximately 7 employees and manages $2M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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