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John Adam Pidlipchak

Pickwick Capital Partners, LLC

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About John Adam Pidlipchak

John Pidlipchak is an advisor with Pickwick Capital Partners, LLC based in White Plains, NY. John's career in the financial services industry began on June 25, 2009. John holds multiple industry licenses and registrations, including Series 7, 24, 27, 63, 99TO and SIE. In addition to Pickwick Capital Partners, LLC, John has previously been registered with Waypoint Direct Investments, LLC, Chertoff Capital, LLC, Matrix Capital Group, Inc., Arctic Securities LLC, Blue Capital Securities, Inc., White, Weld & Co. Securities, LLC and CRT Capital Group LLC.

Firm Information

John Pidlipchak is currently registered with Pickwick Capital Partners, LLC. Pickwick Capital Partners, LLC is a Limited Liability Company formed in August 2007. The firm is registered with the SEC and 43 states.

Not reported

Assets Under Management

Not reported

Total Clients

107

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.

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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John Pidlipchak’s Registration & Firm History

NY

02/11/2022 - Present

Pickwick Capital Partners, LLC (WHITE PLAINS NY)

CT

03/13/2019 - 02/07/2022

WAYPOINT DIRECT INVESTMENTS, LLC (STAMFORD CT)

DC

09/12/2014 - 03/11/2019

CHERTOFF CAPITAL, LLC (WASHINGTON DC)

NV

08/28/2015 - 04/04/2017

MATRIX CAPITAL GROUP, INC. (Reno NV)

NY

08/04/2015 - 05/31/2016

ARCTIC SECURITIES LLC (New York NY)

FL

08/07/2014 - 12/12/2014

BLUE CAPITAL SECURITIES, INC. (BRANDENTON FL)

TN

07/03/2012 - 04/01/2014

WHITE, WELD & CO. SECURITIES, LLC (BRENTWOOD TN)

CT

11/17/2008 - 04/04/2012

CRT CAPITAL GROUP LLC (STAMFORD CT)

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Licenses & Designations

BC

Issued 08/20/2012

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 14 - Compliance Officer Examination

BC

Issued 08/29/2012

Series 24 - General Securities Principal Examination

BC

Issued 11/14/2008

Series 27 - Financial and Operations Principal Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/11/2012

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for John Adam Pidlipchak.
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