John Goddard has been President and Director of Pinney & Scofield since March 2014, is a control person of the firm and directly owns between 50% and 75% of it. John Goddard holds a Degree in Economics-Finance from Bentley College.
Pinney & Scofield, Inc. is a Cambridge, MA firm with $859M under management, 295 clients and 3 advisers across 4 offices, as of its March 2026 filing.
John Goddard has been a partner of Pinney & Scofield since 2014. He joined the firm in 2007; before that he worked at Merrill Lynch, Ameriprise Financial and John Hancock.
John Goddard’s longest registration is the current one, 19 years at Pinney & Scofield since 2007. Before joining Pinney & Scofield in 2007, John Goddard was registered through Commonwealth Financial Network.
- Commonwealth Financial Network– · under a yearBurlington, MA · Adviser representative · Firm CRD 8032
Professional designations
Listed by Pinney & Scofield
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
John Goddard is registered as an investment adviser representative in 3 states. The first approvals date from June 2007; the most recent is Texas, in November 2018.
- LouisianaSince 13 January 2016
- MassachusettsSince 6 June 2007
- TexasSince 1 November 2018
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 13 June 2000 |
| Series 7 | General Securities Representative Examination | 14 May 1999 |
| Series 63 | Uniform Securities Agent State Law Examination | 23 December 1996 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 3 December 1996 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- John Robert Goddard
- CRD
- 2649353
- Firm
- Pinney & Scofield · CRD 105365
- Role
- President and Director
- Registration
- Investment adviser registration
- In the industry since
- December 2006
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- pinneyandscofield.com
Where does John Goddard work?
John Goddard has been President and Director of Pinney & Scofield, Inc. since March 2014, and is a control person of the firm.
Is John Goddard a financial advisor?
Yes. John Goddard has a current investment-adviser registration in Louisiana, Massachusetts and Texas, through Pinney & Scofield since June 2007.
How many years of experience does John Goddard have?
John Goddard has 19 years in the financial industry, since December 2006, across 2 adviser firms.
What exams has John Goddard passed?
John Goddard has passed 4 licensing exams: the Series 6, Series 63, Series 7 and Series 65. The earliest, the Series 6, was passed in December 1996.
Where did John Goddard work before Pinney & Scofield?
Before Pinney & Scofield, John Goddard was registered through Commonwealth Financial Network, April 2002 to October 2002.
Is John Goddard registered with FINRA?
No. John Goddard has no current broker registration.
Is John Goddard a CFP?
Pinney & Scofield lists John Goddard with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify John Goddard’s record?
Search CRD 2649353 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes John Goddard’s full registration record.