James McSweeney (CRD# 1620191) is an Investment Advisor Representative working at Davinci Capital Management Inc. in Cambridge, MA and has over 36 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 |
|---|---|---|---|
| Davinci Capital Management | Cambridge, MA | Oct 2001 - Current | 22 |
| Comprehensive Insurance Providers, Inc. | Cambridge, MA | May 1988 - Current | 35 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 1987 |
| S65 | NASAA Investment Advisors Law Examination | May 2006 |
- MA
-
Total Assets Under Management40MILLIONS
-
Total Number of Accounts85ACCOUNTS
-
Average Account Value$473,136
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Other
MA, NH, NJ
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