St. James Investment Advisors, LLC

St. James Investment Advisors, LLC (CRD# 283880) is a financial advisory firm headquartered in Port Jefferson, NY. They manage $68,674,115 in 216 accounts and serve the financial needs of clients across 9 states (or territories).

Current Firm Details
414 Main Street, Suite 205, Port Jefferson, NY 11777
https://www.stjamesia.com
By the Numbers
  • Total Assets Under Management
    69
    MILLION
  • Total Number of Accounts
    216
    ACCOUNTS
  • Average Account Value
    $317,936
Compensation Options
  • A percentage of assets under your management
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
The map below shows states where this firm has explicit registration only.

CA, FL, MS, NH, NJ, NY, PA, TX, VT

Financial Advisors at St. James Investment Advisors, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Brian Mark, financial advisor Port Jefferson NY
Brian C. Mark
CRD#: 3218604
414 Main Street, Suite 205, Port Jefferson, NY 11777

Brian Mark (CRD# 3218604) is an Investment Advisor Representative working at St. James Investment Advisors, LLC in Port Jefferson, NY and has over 25 years of experience in the finance industry.

2
Matthew Wypyski, financial advisor Pass Christian MS
Matthew S. Wypyski
CRD#: 4646706
24345 Oak Island Drive, Pass Christian, MS 39571

Matthew Wypyski (CRD# 4646706) is an Investment Advisor Representative working at St. James Investment Advisors, LLC in Pass Christian, MS and has over 20 years of experience in the finance industry.

3
Jonathan Reid, financial advisor Port Jefferson NY
Jonathan T. Reid
CRD#: 7868312
414 Main Street, Suite 205, Port Jefferson, NY 11777

Jonathan Reid (CRD# 7868312) is an Investment Advisor Representative working at St. James Investment Advisors, LLC in Port Jefferson, NY and has 1 year of experience in the finance industry.

4
John Spicciatie, financial advisor Port Jefferson NY
John A. Spicciatie
CRD#: 7068706
414 Main Street, Suite 205, Port Jefferson, NY 11777

John Spicciatie (CRD# 7068706) is an Investment Advisor Representative working at St. James Investment Advisors, LLC in Port Jefferson, NY and has over 4 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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