James TobinCRD 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.
Fidelity Personal And Workplace Advisors
Claybrook Capital, LLC
The Cerato Group LLC
|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|
Total Assets Under Management6,254MILLIONS
Total Number of Accounts438ACCOUNTS
Average Account Value$14,277,853
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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)
CA, MA, NY
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