James MarcouCRD Number: 6023724
Current Firm: Strategic Advisers, Inc.
James Marcou (CRD# 6023724) is an Investment Advisor Representative working at Strategic Advisers, Inc. in Merrimack, NH and has over 5 years of experience in the finance industry.
Prosperity Wealth Management, Inc.
Advanced Portfolio Design, LLC
|Fidelity Investments||Merrimack, NH||Jan 2012 - Current||6|
|Fidelity Investments||Merrimack, NH||Oct 2010 - Dec 2011||1|
|Interstate Arms Corporation||Billerica, MA||Jun 2010 - Sep 2010||< 1|
|Float Left Labs, Inc.||Manchester, NH||Oct 2009 - Jun 2010||< 1|
|Marcou Construction, Inc.||Dunbarton, NH||Jun 2009 - Aug 2009||< 1|
|Unemployment||Dunbarton, NH||May 2008 - Jun 2009||1|
|Saint Anselm College||Manchester, NH||Jan 2005 - May 2008||3|
|Marcou Construction, Inc.||Dunbarton, NH||Jan 2001 - May 2008||7|
|Sig Sauer, Inc.||Exeter, NH||Jan 2008 - Apr 2008||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 2012|
|S66||NASAA Uniform Combined State Law Examination||May 2014|
Total Assets Under Management254,026MILLIONS
Total Number of Accounts688,691ACCOUNTS
Average Account Value$368,854
- 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 investment companies (as well as "business development companies")
- 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)
- 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, VT, WA, WI, WV, WY
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