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John Holmes Bocock

Pinnacle Associates, Ltd.

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About John Holmes Bocock

John Bocock is an investment advisor representative at Pinnacle Associates, Ltd.. John has been in the industry since July 1997. John has a Series 65 license. Pinnacle Associates, Ltd. is a registered investment advisor with offices in Richmond, VA and New York, NY. Pinnacle Associates, Ltd. provides financial planning, portfolio management for businesses, and portfolio management for individuals. John's specializations include individual, retirement, educational and institutional clients.

Firm Information

John Bocock is currently registered with Pinnacle Associates, Ltd.. Pinnacle Associates, Ltd. is an investment advisor headquartered in New York, NY. The firm manages approximately $8.14 billion in assets and has a team of 25 investment adviser representatives and 29 investment advisory functions. Pinnacle Associates offers a range of investment advisory services, including financial planning, portfolio management for individuals, businesses, and pooled investment vehicles. They serve a diverse clientele including high-net-worth individuals, corporations, trusts, foundations, and charitable organizations. The firm also participates in wrap fee programs.
Pinnacle Associates, Ltd.

286 MADISON AVENUE

NEW YORK, NY 10017

$8.14B

Assets Under Management

Not reported

Total Clients

28

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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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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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John Bocock’s Registration & Firm History

VA

05/18/2023 - Present

Pinnacle Associates, Ltd. (Richmond VA)

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Licenses & Designations

IA

Issued 02/19/1997

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for John Holmes Bocock.
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