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Gary Peloquin

Advisor at Westcott Investment Advisors LLC

Updated today

Firm

Westcott Investment Advisors LLC

Location

Danielson, CT 06239-0296

Credentials

Series 65

Industry experience

24 years

Client services

Financial planning Portfolio management

Work history

Pelquin and Company LLC

1984 - Present (42 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Pasco D

Series 63, Series 66

Pomfret, CT

Fidelity

Pasco DelFarno is a Planning Consultant at Fidelity Investments, a role he has held since 2026. He began his career at Fidelity in 2022, progressing through various positions including Customer Relationship Advocate, Investment Solutions Representative I, Financial Representative, and Relationship Manager. In his current role, Pasco focuses on understanding clients' goals, challenges, and aspirations to co-create holistic financial plans. He emphasizes listening, asking thoughtful questions, and building trust as key components of his service approach. Pasco holds the CFP® designation.

General retirement planning Wealth management Cash flow / budgeting

Nat N

Series 63, Series 65

Scotland, CT

Merrill

Nat Nunn is a Senior Financial Advisor with Merrill Lynch Wealth Management and a partner on the Ellison Kibler & Associates team. The group is one of the oldest and largest in the country at Merrill, with over 39 years of experience providing wealth management advice and guidance to high-net-worth individuals, families, private business owners, corporations, foundations, endowments, and retirement plans. Nat’s practice includes a core focus on exit planning for private business owners. Nat offers expertise in a broad range of client focus areas including executive compensation, family wealth management strategies, liquidity management, managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, tax minimization, and retirement income. Nat is a Personal Investment Advisor (PIA) and holds a bachelor's degree from the University of the South. In addition to professional responsibilities, Nat is involved in community activities, volunteering with local organizations. Personal interests include adventure sports, fishing, golfing, hunting, spending time with family, and traveling. Nat’s approach centers on connecting all aspects of a client’s financial life to prioritize and pursue their most important goals.

Wealth management Business exit / sale strategy Business ownership considerations Retirement income strategy Charitable giving & philanthropy Founder/Business Owner

Manlio D

Series 63, Series 66

Brooklyn, CT

Fidelity

Manlio DiRocco is a Financial Consultant I at Fidelity Investments, where he currently supports clients in managing their financial plans. He has been with Fidelity Investments since 2021, progressing through various roles including Customer Relationship Advocate, Investment Solutions Representative I, II, and III before his current position. His experience at Fidelity Investments spans client relationship management and investment solutions, providing him with a foundation in financial consulting. Manlio holds insurance licenses in Arkansas and California, enabling him to offer insurance-related advice as part of his services. Outside of his professional role, Manlio's personal interests include family activities, fishing, fitness, hiking, motorcycles, and traveling.

Financial Professional

David C

Series 66

Burrillville, RI

Fidelity

Dave Castellone is a Financial Consultant at Fidelity Investments, where he partners with individuals and families to develop tailored investment strategies aimed at growing, managing, and protecting their wealth. He has held various roles at Fidelity Investments since 2021, progressing from Investment Solutions Representative to Fixed Income Specialist, and then to Financial Consultant positions. His professional experience encompasses a range of responsibilities within investment solutions and fixed income, contributing to his expertise in financial consulting. Dave holds insurance licenses in Arkansas and California. Outside of his professional work, Dave enjoys boating, fishing, golf, and playing musical instruments. He is also engaged in family activities and parenthood.

Wealth management Passive / index investing Parents

Mariah P

Series 63, Series 66

Scituate, RI

Fidelity

Mariah Pelletier is an Investment Solutions Representative III at Fidelity Investments, where she assists individuals and families in co-creating financial plans tailored to their unique needs and goals. She has held various roles at Fidelity Investments since 2021, progressing from Customer Relationship Advocate to her current position. Her professional experience includes roles as Investment Solutions Representative, Investment Solutions Representative II, and Investment Solutions Representative III, reflecting her development within the company. Mariah holds an Arkansas Insurance License, supporting her work in financial services. Outside of her professional responsibilities, Mariah's personal interests include spending time at the beach and lake, football, reading, and parenthood.

Wealth management Parents
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Leslie W

CFA®

Hampton, CT

Troika Investment Advisors, LLC

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