St. James Investment Advisors, LLC

St. James Investment Advisors, LLC (CRD# 283880) is a financial advisory firm headquartered in Port Jefferson, NY. They manage $71,382,470 in 473 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    71
    MILLION
  • Total Number of Accounts
    473
    ACCOUNTS
  • Average Account Value
    $150,914
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

MS, NJ, NY, TX

Financial Advisors at St. James Investment Advisors, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Brian C. Mark
CRD#: 3218604
646 Main Street, Suite 10, Port Jefferson, NY 11777
93
Wealthminder
score

Brian Mark (CRD# 3218604) is an Investment Advisor Representative working at St. James Investment Advisors, LLC in Port Jefferson, NY and has over 19 years of experience in the finance industry.

2
Matthew S. Wypyski
CRD#: 4646706
24345 Oak Island Drive, Pass Christian, MS 39571
93
Wealthminder
score

Matthew Wypyski (CRD# 4646706) is an Investment Advisor Representative working at St. James Investment Advisors, LLC in Pass Christian, MS and has over 15 years of experience in the finance industry.

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