James Craco (CRD# 2657719) is an Investment Advisor Representative working at Sentinel Asset Management, LLC in Wallingford, CT and has over 27 years of experience in the finance industry.
CRD# 2726777
Springboard Asset Management LLC
CRD# 2626796
Lincoln Financial Advisors Corporation
CRD# 4297910
Milestone Asset Management Group, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Sentinel Asset Management, LLC | Wallingford, CT | Nov 2023 - Current | < 1 |
Oppenheimer & Company Inc. | New York, NY | Nov 2020 - Nov 2023 | 3 |
Unemployed | Fairfield, CT | Oct 2020 - Nov 2020 | < 1 |
Credit Agricole Corporate And Investment Bank | New York, NY | Jun 2020 - Sep 2020 | < 1 |
Unemployed | Fairfield, CT | May 2019 - May 2020 | 1 |
Td Securities (usa) LLC | New York, NY | Jun 2007 - May 2019 | 11 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Aug 1996 |
S65 | NASAA Investment Advisors Law Examination | Dec 1996 |
- CT
-
Total Assets Under Management28MILLIONS
-
Total Number of Accounts332ACCOUNTS
-
Average Account Value$84,206
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
CT
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.