John Pocceschi (CRD# 1442521) is an Investment Advisor Representative working at Spring Mountain Capital, LP in West Windsor, NJ and has over 19 years of experience in the finance industry.
CRD# 2083423
Main Street Financial Solutions, LLC
CRD# 4874990
Prudential Financial Planning Services
CRD# 5343110
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Spring Mountain Capital, LP | East Windsor, NJ | Nov 2020 - Current | 3 |
| Oppenheimer & Company, Inc. | Doyleston, PA | Dec 2019 - Nov 2020 | < 1 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Doylestown, PA | May 2018 - Dec 2019 | 1 |
| Bank Of America, N.a. | Doylestown, PA | Jun 2018 - Dec 2018 | < 1 |
| Ubs Financial Services, Inc. | New York, NY | Jun 2010 - Mar 2018 | 7 |
| Vending Gourmet | Yardley, PA | Jan 2010 - Dec 2016 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Feb 2005 |
| S63 | Uniform Securities State Law Examination | Jul 2018 |
- NJ
-
Total Assets Under Management1,652MILLIONS
-
Total Number of Accounts616ACCOUNTS
-
Average Account Value$2,681,467
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AZ, CA, CO, CT, DE, FL, IL, MA, MD, MN, MO, NH, NJ, NM, NY, OR, PA, TX, UT, VA, WA, WI
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