James Campagna (CRD# 6283244) is an Investment Advisor Representative working at Adirondack Capital Advisors, LLC in Syracuse, NY and has over 7 years of experience in the finance industry.
CRD# 5591004
Cadaret Grant & Co Inc.
CRD# 4349306
Lpl Financial LLC
CRD# 1200413
Rbc Capital Markets, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Adirondack Capital Advisors, LLC | Plum Court, NY | Jul 2019 - Current | 4 |
| Americu Capital Management, LLC | Rome, NY | Jan 2017 - Jul 2019 | 2 |
| Americu Credit Union | Rome, NY | Sep 2016 - Dec 2016 | < 1 |
| Reagan Companies Asset Management Inc. | Marcellus, NY | Dec 2015 - Sep 2016 | < 1 |
| Cadaret, Grant & Company, Inc. | Marcellus, NY | Mar 2015 - Dec 2015 | < 1 |
| Northwestern Mutual | Fairport, NY | Jun 2014 - Dec 2015 | 1 |
| Northwestern Mutual Life Insurance Company | Milwaukee, WI | Dec 2013 - Dec 2014 | 1 |
| St. John Fisher College | Rochester, NY | Sep 2010 - May 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Apr 2017 |
- NY
-
Total Assets Under Management285MILLIONS
-
Total Number of Accounts978ACCOUNTS
-
Average Account Value$291,728
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- 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)
- Other
FL, NC, NY, VA
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