James Aulenti, financial advisor Melbourne Beach FL

James Aulenti

CRD Number: 1030010
Current Firm: Atlantic Wealth Advisory Services, LLC

James Aulenti (CRD# 1030010) is an Investment Advisor Representative working at Atlantic Wealth Advisory Services, LLC in Melbourne Beach, FL and has over 36 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Atlantic Wealth Advisory Services, LLC Melborune Beach, FL Mar 2017 - Current 5
James V. Aulenti Chfc Orlando, FL Jan 2016 - Current 6
Concorde Asset Management, LLC Troy, MI Jan 2013 - Dec 2015 2
Concorde Investment Services, LLC Troy, MI Apr 2012 - Dec 2015 3
Cambridge Legacy Advisors Dallas, TX Jan 2012 - Dec 2012 < 1
Investors Capital Corporation Lynnfield, MA Mar 2008 - Dec 2012 4
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Aug 1998
S63 Uniform Securities State Law Examination May 1986
Contact Info for James V. Aulenti
Phone Number: (508) 789-4369
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States


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