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Overview

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    *Articles are published by advisors without compensation.

    Holdings

    ETF Holdings

    There is no ETF holding data from this firm to display at this time.

    Assets

    Assets

      • N/A
        Total Assets Under Management
      • N/A
        Total Assets Under Advisement
      • N/A
        Accounts
      • N/A
        Estimated Average Account Balance

    Services

    Firm Services

    There is no Services data available to display at this time.

    Firm Client types

    There is no client type data to display at this time.

    Advisors

    Current Advisors

    # of advisors

    68

    name start date
    Martin "Marty" Leclerc
    May 2016
    John Irving Rose
    October 2007
    Richard Anthony Vinci
    May 2013
    David Harrison Oles
    August 2014
    Kevin Kennedy Keady
    September 2015

      Affiliated Investment Advisors and Broker Dealers

      Name Type Total Assets
      Academy Securities, Inc. Broker-Dealer --
      Pickwick Capital Advisors, LLC IAR $29,669,426

        Leadership

        Ownership

        There is no ownership data available to display at this time.

        Executives and Control Persons

        Name Title Tenure Date % Ownership
        Francis Joseph Calcagno -- N/A 75% or more
        Teresa Miles Walsh -- N/A 75% or more
        Douglas Charles William Greenwood President March, 2007 25% to 50%
        Chih-Chun Wu Member August, 2009 5% to 10%
        John Gregory Van Schaack Member March, 2010 5% to 10%
        John Irving Ii Rose Member March, 2007 5% to 10%
        David E Danovitch Managing Principal, General Counsel April, 2012 5% to 10%
        Thomas Michael Rensvold Cvp, Chief Compliance Officer July, 2011 less than 5%
        Karen Marie Gendron Finop June, 2008 less than 5%
          Source: FINRA

          Fees

          There is no compensation data available to display at this time