John Raymond Piccirilli
Investment adviser representative at Verdence Capital Advisors, LLC
17 yearsExperience
3 statesRegistered in
$4.6BFirm assets
9 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
17 years in the industry.
- Verdence Capital Advisors, LLCSep 2025 to now
- Five Star BankJun 2024 to Nov 2024
- Long Boat Key Capital, LLCJun 2021 to Sep 2025
- Courier CapitalJun 2021 to Nov 2024
- Hpn Capital / Five Star BankMay 2018 to May 2021
- Hnp Capital, LLCMay 2009 to May 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2001
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 3 states (FL, MD, NY).
Verdence Capital Advisors, LLC
$4.6BAssets managed
1,876Clients
46Advisers
9 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4165901
- Firm CRD
- 288512