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Andrew James Peapos

Woodmont Investment Counsel, LLC

Nashville, TN

CRD 7117145

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Employer firm

Woodmont Investment Counsel, LLC CRD 109779

$2.01B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Selection of other advisers

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

Current Employers
Woodmont Investment Counsel, Llc

3825 Bedford Ave Suite 202, Nashville, TN 37215 • United States

Current Registrations

AuthorityCategoryStatusDate
TN RA APPROVED 2023-09-14
  • TN RA
    APPROVED
    Since 2023-09-14

Branch Locations

3825 Bedford Ave Suite 202, Nashville, TN 37215 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Bloomsburg University Bloomsburg PA 06/2017 05/2021
Ameriprise Financial Services, Llc Bethlehem PA 08/2021 02/2022
Ameriprise Financial Services Llc Bethlehem PA 05/2019 08/2019
Ameriprise Financial Services, Llc Bethlehem PA 12/2019 01/2020
Dorney Park Allentown PA 03/2017 08/2017
Chick-Fil-A Easton PA 05/2018 08/2018
Notre Dame High School Easton PA 05/2014 06/2017
Abound Wealth Management, Llc Franklin TN 03/2022 08/2023
Woodmont Investment Counsel, Llc Nashville TN 09/2023 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-11-10
  • S66 Uniform Combined State Law Examination
    2021-11-10
Designations
  • Certified Financial Planner
Other Names
  • Andrew James Peapos
  • Andrew Peapos

View on SEC IAPD

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