James ColitsasCRD Number: 4113918
Current Firm: Pfg - Financial Planning & Management
James Colitsas (CRD# 4113918) is an Investment Advisor Representative working at Pfg - Financial Planning & Management in Plainsboro, NJ and has over 22 years of experience in the finance industry.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Wells Fargo Clearing Services, LLC
Eisneramper Wealth Management & Corporate Benefits, LLC
|Sound Financial Solutions, Inc.||Princeton, NJ||Jan 2012 - Current||10|
|Princeton Financial Group, LLC||Princeton, NJ||Jan 2012 - Current||10|
|Thomas Colitsas & Associates, P.a.||Princeton, NJ||Oct 1999 - Jun 2018||18|
|Coastal Equities, Inc.||Wilmington, DE||Apr 2013 - Apr 2015||2|
|Colitsas Financial Services, Pc||Prinseton, NJ||Oct 2010 - Dec 2012||2|
|Raymond James Financial Services Advisors, Inc.||Princeton, NJ||Jan 2009 - Dec 2012||3|
|Raymond James Financial Services, Inc.||Princeton, NJ||Dec 2005 - Dec 2012||7|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 2000|
|S65||NASAA Investment Advisors Law Examination||Nov 2006|
Total Assets Under Management146MILLIONS
Total Number of Accounts653ACCOUNTS
Average Account Value$224,133
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
FL, NJ, NY, PA, TX
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 of 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.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
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.