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Andrew James Peapos

Woodmont Investment Counsel, LLC

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About Andrew James Peapos

Andrew James Peapos is a financial advisor at Woodmont Investment Counsel, LLC, located in Nashville, TN. Andrew has been in the financial industry since 2021 and holds the Series 66, 7TO, and SIE licenses. Andrew is a Certified Financial Planner and specializes in financial planning, portfolio management for individuals and businesses, and selection of other advisors. Prior to joining Woodmont Investment Counsel, LLC, Andrew worked at Ameriprise Financial Services, LLC in Bethlehem, PA. Andrew also holds a degree from Bloomsburg University.

Firm Information

Andrew Peapos is currently registered with Woodmont Investment Counsel, LLC. Woodmont Investment Counsel, LLC is an investment advisor headquartered in Nashville, TN. The firm provides financial planning, portfolio management for individuals and businesses, and selection of other advisors. As of their latest filing, they manage approximately $1.41 billion in assets for a total of 1,299 clients, primarily consisting of high-net-worth individuals, charitable organizations, and individuals other than high-net-worth. They also provide services to corporations or other businesses.
Woodmont Investment Counsel, LLC

3825 BEDFORD AVE

NASHVILLE, TN 37215

$1.41B

Assets Under Management

Not reported

Total Clients

12

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Andrew Peapos’s Registration & Firm History

TN

09/14/2023 - Present

Woodmont Investment Counsel, LLC (NASHVILLE TN)

PA

09/27/2021 - 02/21/2022

AMERIPRISE FINANCIAL SERVICES, LLC (Bethlehem PA)

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Licenses & Designations

BOTH

Issued 11/10/2021

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/27/2021

Series 7TO - General Securities Representative Examination

BC

Issued 01/23/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Andrew James Peapos.
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