James MagarelliCRD Number: 5367106
Current Firm: Moloney Securities Company, Inc.
James Magarelli (CRD# 5367106) is an Investment Advisor Representative working at Moloney Securities Company, Inc. in Denver, CO and has over 8 years of experience in the finance industry.
Ewealth Consulting, LLC
Anthony Capital, LLC
|Moloney Investment Advisory LLC||Manchester, MO||Dec 2015 - Current||< 1|
|Moloney Securities Company, Inc.||Manchester, MO||Jan 2014 - Current||2|
|Sanford C. Bernstein & Company, LLC||New York, NY||Jun 2008 - Jan 2014||5|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||New York, NY||Apr 2008 - Jun 2008||< 1|
|Bear Stearns & Company Inc.||Manhattan, NY||Jun 2007 - Apr 2008||< 1|
|Schaffner Emc Inc.||Edison, NJ||Jan 2005 - Jun 2007||2|
|Due Process Stables||Colts Neck, NJ||May 2003 - Jun 2007||4|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Nov 2007|
Total Assets Under Management258MILLIONS
Total Number of Accounts1,124ACCOUNTS
Average Account Value$229,196
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AZ, CA, CO, FL, GA, HI, IA, ID, IL, KS, KY, MA, MD, MI, MN, MO, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OR, SC, TN, TX, VA, WA, WI
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