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JP

John R. Piccirilli

VERDENCE CAPITAL ADVISORS
Bradenton, FL
Some features on this profile are disabled
CRD#: 4165901
JP

Professional summary

John Raymond Piccirilli, who also goes by John Piccirilli, Pic Piccirilli, is a registered financial advisor currently at VERDENCE CAPITAL ADVISORS, LLC located in Bradenton, Florida.

John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. John has worked at 9 firms and has passed the Series 65, Series 63 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

John Piccirilli | Pic Piccirilli

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 Raymond Piccirilli'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®
None

Experience

Current

September 16, 2025 - Present

VERDENCE CAPITAL ADVISORS, LLC

RIA
CRD#: 288512
Bradenton, FL
Past

May 28, 2025 - June 2, 2025

COURIER CAPITAL, LLC

RIA
CRD#: 282485
Bradenton, FL
Past

September 18, 2008 - April 24, 2009

M&T SECURITIES, INC.

BD
CRD#: 17358
EAST ROCHESTER, NY
Past

July 20, 2007 - September 19, 2008

EQUITABLE ADVISORS, LLC

BD
CRD#: 6627
ROCHESTER, NY
Past

October 12, 2004 - May 1, 2006

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

BD
CRD#: 2580
FORT WAYNE, IN
Past

October 12, 2004 - July 20, 2007

OSAIC FA, INC.

BD
CRD#: 3978
ROCHESTER, NY
Past

August 4, 2003 - October 7, 2004

NEW ENGLAND SECURITIES

BD
CRD#: 615
NEW YORK, NY
Past

August 1, 2002 - July 18, 2003

PURSHE KAPLAN STERLING INVESTMENTS

BD
CRD#: 35747
ALBANY, NY
Past

February 20, 2001 - August 30, 2002

NATHAN & LEWIS SECURITIES, INC.

BD
CRD#: 8503
NEW YORK, NY

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".
VC
VERDENCE CAPITAL ADVISORS, LLC
KWM ADVISORS, LLC | VERDENCE/FAMILY | VERDENCE CAPITAL ADVISORS, LLC | RIA+

CRD#: 288512 / SEC#: 801-110722

RIA
Registered Investment Advisory firm - (6/26/2017 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
Florida
(9/26/2025)
IAR
Maryland
(9/16/2025)
IAR
New York
(9/16/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 5/27/2025
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 8/23/2001
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 6
Date: 2/16/2001
Investment Company Products/Variable Contracts Representative Examination

Current Firm

VC
VERDENCE CAPITAL ADVISORS, LLC
KWM ADVISORS, LLC | VERDENCE/FAMILY | VERDENCE CAPITAL ADVISORS, LLC | RIA+

CRD#: 288512 / SEC#: 801-110722

RIA
Registered Investment Advisory firm - (6/26/2017 Approved)
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Contact information

Main Address
50 Schilling Road Suite 300, Hunt Valley, MD 21031
Mailing Address
Phone number
(410) 472-5380
Established
Firm type
Fiscal year end
# of Employees
49

SEC notice filing (26 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV PART 2A (3/28/2025)

Regulatory assets under management

Total Number of Accounts7,206
AUM (Assets Under Management)$ 3,912,055,977

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
07/24/2025
Cover Page
Report
09/11/2024
Cover Page
Report
01/03/2024
Cover Page
Report
11/18/2022
Cover Page
Report

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.

Company Information

VERDENCE CAPITAL ADVISORS, LLC

CRD#: 288512Bradenton, FL

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