James Alfieri, financial advisor Trenton NJ
93 score

James Alfieri

CRD Number: 3140568
Current Firm: Raymond James Financial Services Advisors, Inc.

James Alfieri (CRD# 3140568) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Trenton, NJ and has over 17 years of experience in the finance industry.

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Company Name Location Dates Years
Hamilton Financial Group Mercerville, NJ Jan 2012 - Current 4
Sam Investment, LLC Mercerville, NJ Aug 2010 - Current 6
Raymond James Financial Services Advisors, Inc. Mercerville, NJ Jan 2009 - Current 7
Raymond James Financial Services, Inc. Mercerville, NJ Oct 2000 - Current 16
Csa Advisors, LLC Mercerville, NJ Oct 1995 - Current 21
Civale, Silvestri, Alfieri, Martin & Higgins Mercerville, NJ Oct 1995 - Current 21
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 1999
Contact Info for James S. Alfieri
Phone Number: 727-567-5877
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
    64,210
    MILLIONS
  • Total Number of Accounts
    224,839
    ACCOUNTS
  • Average Account Value
    $285,581
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • 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
  • Other
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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