James Reale, financial advisor Clifton Park NY

James Reale

CRD Number: 1779662
Current Firm: Reale Managed Assets, Inc.

James Reale (CRD# 1779662) is an Investment Advisor Representative working at Reale Managed Assets, Inc. in Clifton Park, NY and has over 36 years of experience in the finance industry.

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Company Name Location Dates Years
Stonex Securities Inc. Clifton Park, NY Sep 2014 - Current 9
Reale Managed Assets, Inc. Clifton Park, NY Jun 2003 - Current 20
Wrp Investments Inc. Youngstown, OH Jan 2007 - Sep 2014 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1988
S65 NASAA Investment Advisors Law Examination Aug 1992
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for James A. Reale
Phone Number: 518-373-9251
Registered State(s):
  • FL
  • NY
  • PA
Current Firm Details
Reale Managed Assets, Inc.
Firm's CRD Number: 128226
By the Numbers
  • Total Assets Under Management
    23
    MILLIONS
  • Total Number of Accounts
    161
    ACCOUNTS
  • Average Account Value
    $141,101
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Market timing services
Types of Clients
Registered States

FL, NY, PA

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