James McFadden, financial advisor Lagrangeville NY

James McFadden

CRD Number: 1979899
Current Firm: Bluering Advisors, Inc.

James McFadden (CRD# 1979899) is an Investment Advisor Representative working at Bluering Advisors, Inc. in Lagrangeville, NY and has over 34 years of experience in the finance industry.

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Company Name Location Dates Years
Jadm Compliance Services Inc. Lagrangeville, NY Mar 2013 - Current 11
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1989
S65 NASAA Investment Advisors Law Examination Oct 2021
Contact Info for James D. McFadden
Phone Number: 917-763-8951
Registered State(s):
  • NY
Current Firm Details
Bluering Advisors, Inc.
Firm's CRD Number: 316034
By the Numbers
  • Total Assets Under Management
    5
    MILLIONS
  • Total Number of Accounts
    18
    ACCOUNTS
  • Average Account Value
    $273,534
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

NY

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