James Crockett (CRD# 6900102) is an Investment Advisor Representative working at East Coast Asset Management, LLC in Essex, MA and has over 4 years of experience in the finance industry.
CRD# 6319566
Artemis Financial Advisors
CRD# 2086353
Fidelity Personal And Workplace Advisors
CRD# 5158798
Fidelity Personal And Workplace Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| East Coast Asset Management LLC | Essex, MA | Jun 2015 - Current | 7 |
| Boston College | Chestnut Hill, MA | Aug 2013 - Jun 2015 | 1 |
| Boston College International Exchange | Chestnut Hill, MA | Jan 2014 - Jun 2014 | < 1 |
| Neshl | Revere, MA | Feb 2013 - Aug 2013 | < 1 |
| Bell Helicopter | Hurst, TX | Sep 2011 - Feb 2013 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Feb 2018 |
- MA
-
Total Assets Under Management781MILLIONS
-
Total Number of Accounts356ACCOUNTS
-
Average Account Value$2,192,736
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
CA, CO, DE, FL, MA, ME, NH, NY, TX, VT
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