John R. Goddard

PINNEY & SCOFIELD

Cambridge, MA 02138-4922

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CRD#: 2649353

Professional summary

John Robert Goddard, CFP®, who also goes by John R Goddard, is a registered financial advisor currently at PINNEY & SCOFIELD, INC. located in Cambridge, Massachusetts.

John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. John has worked at 8 firms and has passed the Series 65, Series 63, Series 7 and Series 6 exams.

Biography

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Question & Answer

What are your service offerings?

Comprehensive Financial Planni...

Retirement Planning

Investment Planning

What is your minimum asset requirement?

Are you a "fiduciary"?

Yes

Aliases

John R Goddard

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Robert Goddard's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2004

Experience

Current

June 6, 2007 - Present

PINNEY & SCOFIELD, INC.

Office #1: 22 Hilliard Street, Cambridge, MA 02138-4922Office #2: 440 Plain Street, Marshfield, MA 02050

RIA

CRD#: 105365

Cambridge, MA

Past

April 11, 2007 - June 15, 2007

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

CHELMSFORD, MA

Past

February 6, 2004 - December 16, 2005

IDS LIFE INSURANCE COMPANY

CRD#: 6321

MINNEAPOLIS, MN

Past

February 6, 2004 - December 16, 2005

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

MINNEAPOLIS, MN

Past

April 13, 2002 - October 15, 2002

COMMONWEALTH FINANCIAL NETWORK

RIA

CRD#: 8032

BURLINGTON, MA

Past

February 22, 2002 - October 15, 2002

COMMONWEALTH FINANCIAL NETWORK

CRD#: 8032

WALTHAM, MA

Past

May 12, 2000 - February 26, 2002

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

NEW YORK, NY

Past

August 7, 1998 - December 16, 2000

NEW ENGLAND SECURITIES

CRD#: 615

NEW YORK, NY

Past

December 5, 1996 - May 1, 1997

JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY

CRD#: 5181

BOSTON, MA

Past

December 5, 1996 - April 15, 1998

SIGNATOR INVESTORS, INC.

CRD#: 468

BOSTON, MA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

PINNEY & SCOFIELD, INC.

PINNEY & SCOFIELD | PINNEY & SCOFIELD, INC.

CRD#: 105365 / SEC#: 801-23657

RIA

Registered Investment Advisory firm - (3/28/1985 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Louisiana
(1/13/2016)

IAR

Massachusetts
(6/6/2007)

IAR

Texas
(11/1/2018)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 6/13/2000

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 12/23/1996

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 5/14/1999

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 12/3/1996

Investment Company Products/Variable Contracts Representative Examination

Current Firm

PINNEY & SCOFIELD, INC.

PINNEY & SCOFIELD | PINNEY & SCOFIELD, INC.

CRD#: 105365 / SEC#: 801-23657

RIA

Registered Investment Advisory firm - (3/28/1985 Approved)

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Contact information

Main Address

22 Hilliard Street, Cambridge, MA 02138-4922

Mailing Address

Phone number

(617) 492-6223

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (17 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A (3/17/2025)

Regulatory assets under management

Total Number of Accounts	1,268
AUM (Assets Under Management)	$ 749,004,478

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

(xxx) xxx-xxxx

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Advisor Monitoring

Firm Stability Insights

John R. Goddard

Professional summary

Biography

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Robert Goddard's CRS (Customer Relationship Summary).

Certified licenses

Experience

AMERIPRISE FINANCIAL SERVICES, LLC

IDS LIFE INSURANCE COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

COMMONWEALTH FINANCIAL NETWORK

COMMONWEALTH FINANCIAL NETWORK

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

NEW ENGLAND SECURITIES

JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY

SIGNATOR INVESTORS, INC.

Primary Firm SEC Registration

PINNEY & SCOFIELD, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 6/13/2000

Series 63

Date: 12/23/1996

Series 7

Date: 5/14/1999

Series 6

Date: 12/3/1996

Current Firm

PINNEY & SCOFIELD, INC.

Contact information

SEC notice filing (17 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

PINNEY & SCOFIELD, INC.

TRUST BUT VERIFY

Contact information

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