James Aiello (CRD# 1763863) is an Investment Advisor Representative working at Osaic Advisory Services, LLC in Burnt Hills, NY and has over 27 years of experience in the finance industry.
CRD# 1063197
Lpl Financial LLC
CRD# 6091481
The Ayco Company, LP
CRD# 5123632
Cetera Investment Advisers LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Triad Hybrid Solutions | Norcross, GA | Aug 2023 - Current | < 1 |
| Atlas Private Wealth Management, LLC | Albany, NY | Jan 2020 - Aug 2023 | 3 |
| Atlas Private Wealth Management, LLC | North Adams, MA | Jan 2019 - Dec 2019 | < 1 |
| Atlas Private Wealth Management, LLC | North Adams, MA | Jan 2018 - Dec 2018 | < 1 |
| Atlas Private Wealth Management, LLC | North Adams, MA | Nov 2017 - Jan 2018 | < 1 |
| Atlas Private Wealth Management, LLC | Manchester Center, VT | Oct 2016 - Oct 2017 | 1 |
| Atlas Private Wealth Management, LLC | Manchester Center, VT | Feb 2016 - Sep 2016 | < 1 |
| Jlr Insurance | Manchester, VT | Jan 2012 - Feb 2016 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 1997 |
| S65 | NASAA Investment Advisors Law Examination | Feb 2016 |
- NY
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Total Assets Under Management4,939MILLIONS
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Total Number of Accounts20,269ACCOUNTS
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Average Account Value$243,658
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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