Gary Peloquin
Westcott Investment Advisors · Danielson, Connecticut
Gary Peloquin is a fee-only financial advisor at Westcott Investment Advisors in Danielson, Connecticut. Westcott Investment Advisors reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | Westcott Investment Advisors |
|---|---|
| Based in | Danielson, Connecticut |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $63.6M across 66 accounts |
| SEC registration | Investment adviser representative in CT · CRD 4662844 |
| Exams passed | Series 65 (2001) |
| Firm size | 1 employee |
| Disclosures | None reported |
How Gary's firm compares
- Westcott Investment Advisors's average account is about $963,000, from its Form ADV (assets managed divided by 66 accounts).
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Questions about Gary
Is Gary Peloquin a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Gary holds no broker registration, and Westcott Investment Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Gary charge for financial advice?
Gary's firm, Westcott Investment Advisors, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Gary Peloquin based?
Gary Peloquin is based in Danielson, Connecticut.
Is Gary Peloquin registered with the SEC?
Yes. Gary Peloquin is registered as an investment adviser representative in CT (CRD 4662844), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Westcott Investment Advisors manage?
Westcott Investment Advisors reports $63.6M across 66 accounts in assets under management.
How do I contact Gary Peloquin?
Contact details aren't on file yet. Search for Westcott Investment Advisors.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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