James Tobin, financial advisor Lincoln MA

James Tobin

CRD Number: 6680561
Current Firm: Athena Capital Advisors LLC

James Tobin (CRD# 6680561) is an Investment Advisor Representative working at Athena Capital Advisors LLC in Lincoln, MA and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Fiduciary Trust International, LLC Lincoln, MA Jun 2020 - Current < 1
Athena Capital Advisors LLC Lincoln, MA Jun 2018 - Jun 2020 2
Northeastern University Boston, MA Dec 2017 - Jun 2018 < 1
Summit Partners Boston, MA Jul 2017 - Dec 2017 < 1
Northeastern University Boston, MA Dec 2016 - Jul 2017 < 1
Amundipioneer Asset Management (fka Pioneer Investments) Boston, MA Jul 2016 - Dec 2016 < 1
Northeastern University Boston, MA Jun 2015 - Jul 2016 1
Arts & Business Counsel Of Greater Boston Boston, MA Jan 2015 - Jun 2015 < 1
Northeastern University Boston, MA Sep 2013 - Jan 2015 1
The Rye Ymca Rye, NY Sep 2011 - Aug 2014 2
Rye High School Rye, NY Sep 2009 - Jun 2013 3
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Nov 2019
Contact Info for James J. Tobin
Phone Number: 781-274-9300
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
    6,254
    MILLIONS
  • Total Number of Accounts
    438
    ACCOUNTS
  • Average Account Value
    $14,277,853
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • 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
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

CA, MA, NY

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