James Cahn, financial advisor Norwalk CT

James Cahn

CRD Number: 4533552
Current Firm: Stratos Wealth Partners, Ltd

James Cahn (CRD# 4533552) is an Investment Advisor Representative working at Stratos Wealth Partners, Ltd in Norwalk, CT and has over 21 years of experience in the finance industry.

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Company Name Location Dates Years
Stratos Wealth Partners, Ltd Norwalk, CT Jun 2021 - Current 2
Lpl Financial LLC Norwalk, CT Jun 2021 - Current 2
Mml Investors Services, LLC Stamford, CT Mar 2017 - Jun 2021 4
Massachusetts Mutual Life Insurance Company Stamford, CT Jul 2016 - Jun 2021 4
Metropolitan Life Insurance Company Trumbull, CT May 2002 - Mar 2017 14
Metlife Securities Inc. Trumbull, CT May 2002 - Mar 2017 14
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2002
S65 NASAA Investment Advisors Law Examination Jun 2002
Contact Info for James E. Cahn
Phone Number: 440-519-2500
Registered State(s):
  • CT
  • NH
  • NY
By the Numbers
  • Total Assets Under Management
    10,316
    MILLIONS
  • Total Number of Accounts
    33,863
    ACCOUNTS
  • Average Account Value
    $304,647
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • 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
Types of Clients
Registered States

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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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