John Peter Delmonico

Employer firm

Wells Fargo Clearing Services, LLC CRD 19616

$671B regulatory AUM 5,302 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2011 → 10/2020
  Merrill Lynch, Pierce, Fenner & Smith, Inc.
  Newton, MA
• 06/2011 → 10/2020
  Bank Of America, N.A.
  Newton, MA
• 10/2020 → Present
  Wells Fargo Clearing Services, Llc.
  Boston, MA

Previous Registrations

• 2003-09-18 → 2004-07-26
  Rbc Capital Markets, Llc
  Boston, MA

Other Businesses

THE DELMONICO FOUNDATION, INV RELATED, NEWTON, MA, FOUNDER AND 100% OWNERSHIP WITH SPOUSE, START 1/1/2005 1 HOUR PER MONTH, ZERO DURING TRADING, PERSONAL CHARITABLE CONTRIBUTIONS. BILTMORE BAR & GRILL, NOT INVT RELATED, NEWTON, MA, MUSICIAN, START DATE 3/10/2023, 4 HRS PER MONTH, 0 HRS DURING TRADING, MUSIC ENTERTAINMENT.

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-11-14
• S63 Uniform Securities Agent State Law Examination
  1989-06-30