James Mirenda, financial advisor East Dorset VT

James Mirenda

CRD Number: 2492770
Current Firm: Wealthcare Capital Management LLC

James Mirenda (CRD# 2492770) is an Investment Advisor Representative working at Wealthcare Capital Management LLC in East Dorset, VT and has over 27 years of experience in the finance industry. James Mirenda has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Wealthcare Capital Management, Inc. East Dorset, VT Aug 2012 - Current 11
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1996
S66 NASAA Uniform Combined State Law Examination Feb 2010
Contact Info for James D. Mirenda
Phone Number: 804-644-4711
Registered State(s):
  • VT
By the Numbers
  • Total Assets Under Management
    2,603
    MILLIONS
  • Total Number of Accounts
    11,094
    ACCOUNTS
  • Average Account Value
    $234,635
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • 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)
Types of Clients
Registered States

AL, AZ, CA, CO, CT, FL, GA, HI, ID, IL, IN, KY, LA, MA, MD, ME, MI, MO, MT, NC, NH, NJ, NV, NY, OH, OR, PA, SC, TN, TX, UT, VA, VT, WA, WI, WV

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