James Saturne (CRD# 4926868) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Boston, MA and has over 16 years of experience in the finance industry.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 4046712
Stonehearth Capital Management
CRD# 2086353
Fidelity Personal And Workplace Advisors
Company Name | Location | Dates | Years |
---|---|---|---|
Bank Of America, N.a. | Boston, MA | Dec 2018 - Current | 5 |
Merrill Lynch, Pierce, Fenner & Smith Incorporated | Boston, MA | Nov 2018 - Current | 5 |
Axa Advisors, LLC | New York, NY | Mar 2017 - Oct 2018 | 1 |
Saturne Tax & Accounting Services | Brockton, MA | Jan 2015 - Feb 2017 | 2 |
Babson College | Wellesley, MA | Jan 2015 - Dec 2016 | 1 |
Mutual Of Omaha | Brantree, MA | Apr 2016 - Nov 2016 | < 1 |
Citizens Bank | Quincy, MA | Apr 2013 - Feb 2016 | 2 |
Cco Investment Services | Quincy, MA | Mar 2013 - Feb 2016 | 2 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Jun 2007 |
S66 | NASAA Uniform Combined State Law Examination | Mar 2019 |
- CT
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Total Assets Under Management1,271,594MILLIONS
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Total Number of Accounts2,911,578ACCOUNTS
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Average Account Value$436,737
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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