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Katelyn Mary Mahon

Peddock Capital Advisors, LLC

Braintree, MA

CRD 6208246

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Employer firm

Peddock Capital Advisors, LLC CRD 148216

$836M regulatory AUM 23 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • FAMILY OFFICE SERVICES

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

Current Employers
Peddock Capital Advisors, Llc

50 Braintree Hill Office Park Suite 207, Braintree, MA 02184 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2025-10-23
MA RA APPROVED 2016-09-21
  • NJ RA
    APPROVED
    Since 2025-10-23
  • MA RA
    APPROVED
    Since 2016-09-21

Branch Locations

50 Braintree Hill Office Park Suite 207, Braintree, MA 02184 • 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
Peddock Capital Advisors, Llc Braintree MA 02/2016 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-07-31
S63 Uniform Securities Agent State Law Examination 2013-07-17
  • S65 Uniform Investment Adviser Law Examination
    2015-07-31
  • S63 Uniform Securities Agent State Law Examination
    2013-07-17
Designations
  • Certified Financial Planner
Other Names
  • Katelyn M Simmons
  • Katelyn Mary Mahon
  • Katelyn Mary Simmons

View on SEC IAPD

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