James Aldo, financial advisor Westborough MA

James Aldo

CRD Number: 6628187
Current Firm: Eagle Strategies LLC

James Aldo (CRD# 6628187) is an Investment Advisor Representative working at Eagle Strategies LLC in Westborough, MA and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Eagle Strategies LLC Westborough, MA Jun 2018 - Current 3
Nylife Securities LLC Westborough, MA Jun 2016 - Current 5
New York Life Insurance Company Westborough, MA Mar 2016 - Current 5
North Easton Savings Bank South Easton, MA Jan 2011 - Apr 2016 5
Roche Brothers Supermarkets Norton, MA Aug 2005 - Mar 2013 7
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jun 2018
S63 Uniform Securities State Law Examination Aug 2016
Contact Info for James J. Aldo
Phone Number: (888) 695-3245
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
    13,987
    MILLIONS
  • Total Number of Accounts
    66,451
    ACCOUNTS
  • Average Account Value
    $210,490
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • 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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