James QuealyCRD Number: 6319936
Current Firm: Appleton Partners,inc.
James Quealy (CRD# 6319936) is an Investment Advisor Representative working at Appleton Partners,inc. in Boston, MA and has 1 year of experience in the finance industry.
Walnut Hill Advisors, LLC
Advanced Portfolio Design, LLC
|Appleton Partners, Inc.||Boston, MA||Feb 2004 - Current||14|
Total Assets Under Management8,280MILLIONS
Total Number of Accounts5,558ACCOUNTS
Average Account Value$1,489,696
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY