John McClellan, financial advisor Lincoln MA

John McClellan

CRD Number: 6623538
Current Firm: Pear Tree Partners, LP

John McClellan (CRD# 6623538) is an Investment Advisor Representative working at Pear Tree Partners, LP in Lincoln, MA and has over 7 years of experience in the finance industry.

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Fidelity Personal And Workplace Advisors
Company Name Location Dates Years
Pear Tree Partners LP Lincloln, MA Mar 2016 - Current 8
U.s. Boston Capital Corporation Lincoln, MA Mar 2016 - Current 8
Palladium (grm Futures) Lincoln, MA Mar 2015 - Feb 2016 < 1
Palladium (monitor Clipper) Lincoln, MA Sep 2010 - Feb 2015 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2016
Contact Info for John D. McClellan
Phone Number: 781 259 0249
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
    106
    MILLIONS
  • Total Number of Accounts
    20
    ACCOUNTS
  • Average Account Value
    $5,300,432
Compensation Options
  • Other
Advisory Services Offered
  • Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States

MA

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