James Crockett, financial advisor Essex MA

James Crockett

CRD Number: 6900102
Current Firm: East Coast Asset Management, LLC

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.

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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
Contact Info for James R. Crockett
Phone Number: 978-801-0860
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
    781
    MILLIONS
  • Total Number of Accounts
    356
    ACCOUNTS
  • Average Account Value
    $2,192,736
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • 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
Types of Clients
Registered States

CA, CO, DE, FL, MA, ME, NH, NY, TX, VT

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