James Grabb, financial advisor Sagaponack NY
90 score

James Grabb

CRD Number: 6415016
Current Firm: Massey, Quick & Company LLC

James Grabb (CRD# 6415016) is an Investment Advisor Representative working at Massey, Quick & Company LLC in Sagaponack, NY and has 1 year of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Massey, Quick & Company LLC Morristown, NJ Oct 2014 - Current 2
Not Employed Sagaponack, NY Nov 2012 - Oct 2014 1
Taconic Capital Advisors New York, NY Sep 2007 - Nov 2012 5
Self-employed Manhattan Beach, CA Oct 2004 - Sep 2007 2

James Grabb has no recent exams reported.
Contact Info for James F. Grabb
Phone Number: 973-525-1000
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
    2,001
    MILLIONS
  • Total Number of Accounts
    466
    ACCOUNTS
  • Average Account Value
    $4,294,445
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based 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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AL, CA, CT, FL, GA, LA, MA, MD, NE, NJ, NY, PA, TN, TX, WA

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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