Unclaimed Profile

James Luce Pelletier

WEDMONT PRIVATE CAPITAL, LLC·WEST CHESTER, Pennsylvania

Clean recordWEDMONT PRIVATE CAPITAL, LLC

26 SOUTH CHURCH STREET, WEST CHESTER, PA 19382CRD# 6228242Firm CRD# 305815

Profile Verification

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

Identity

James Luce Pelletier · WEST CHESTER, PA

Registration

CRD #6228242 · WEDMONT PRIVATE CAPITAL, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

James Luce Pelletier is a registered financial advisor based in WEST CHESTER, Pennsylvania, affiliated with WEDMONT PRIVATE CAPITAL, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

WEDMONT PRIVATE CAPITAL, LLC

WEDMONT PRIVATE CAPITAL

AUM

$1.6B

Regulatory assets under management

Employees

Total firm employees

View all advisors at WEDMONT PRIVATE CAPITAL, LLC →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Background

Compensation

Subscription fees

Regulatory

SEC/IARD CRD# 6228242

Firm CRD# 305815

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does James Luce Pelletier offer?

James Luce Pelletier specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in WEST CHESTER, Pennsylvania for a consultation.

What are James Luce Pelletier's credentials?

James Luce Pelletier is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is James Luce Pelletier located?

James Luce Pelletier is based in WEST CHESTER, Pennsylvania, working with WEDMONT PRIVATE CAPITAL, LLC. Their office serves clients in the WEST CHESTER metropolitan area and surrounding communities.

How does James Luce Pelletier charge for services?

James Luce Pelletier's firm is compensated through subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is WEDMONT PRIVATE CAPITAL, LLC?

WEDMONT PRIVATE CAPITAL, LLC has approximately 7 employees and manages $1.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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