James Moriarty (CRD# 4724565) is an Investment Advisor Representative working at Eagle Strategies LLC in Woburn, MA and has over 20 years of experience in the finance industry.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 4046712
Stonehearth Capital Management
CRD# 2086353
Fidelity Personal And Workplace Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fairway Group, LLC | Woburn, MA | Mar 2024 - Current | < 1 |
| James P. Moriarty, Cpa, LLC | Wilmington, MA | Jan 2022 - Current | 2 |
| Eagle Strategies LLC | Waltham, MA | Apr 2011 - Current | 13 |
| New York Life Ins | Waltham, MA | Oct 2003 - Current | 20 |
| Nylife Securities | Boston, MA | Oct 2003 - Current | 20 |
| Moriarty Financial Group, LLC | Wilmington, MA | Jun 2023 - Mar 2024 | < 1 |
| Jpm Retirement & Legacy Solutions, LLC | Wilmington, MA | May 2023 - Jun 2023 | < 1 |
| Alpha Pension Group, Inc. | Lexington, MA | Jan 2015 - Aug 2015 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 2003 |
- MA
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Total Assets Under Management20,358MILLIONS
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Total Number of Accounts95,287ACCOUNTS
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Average Account Value$213,647
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
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