Unclaimed Profile

James Christopher Landry

PALLAS CAPITAL ADVISORS, LLC·BRAINTREE, Massachusetts

SIE, Series 6, Series 7, Series 24, Series 26, Series 63, Series 65, Series 66ChFCClean record24 years registeredPALLAS CAPITAL ADVISORS, LLC

45 BRAINTREE HILL OFFICE PARK, BRAINTREE, MA 02184CRD# 2918964Firm CRD# 310327

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

James Christopher Landry · BRAINTREE, MA

Registration

CRD #2918964 · PALLAS CAPITAL ADVISORS, LLC · 24 years registered

Brand Profile

Not yet started

Career History

PALLAS CAPITAL ADVISORS, LLC

Nov 2020 – present

GOSS ADVISORS

Jul 2019 – Dec 2020

BRAINTREE, MA

LINCOLN FINANCIAL ADVISORS CORPORATION

Jun 2002 – Jul 2019

BOSTON, MA

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 24

Series 26

Series 63

Series 65

Series 66

Registration record

First registered · June 27, 2002

Years registered · 24

Professional designation · ChFC

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

PALLAS CAPITAL ADVISORS, LLC

CRD 310327 · SEC 801-119646

AUM

$3.0B

Regulatory assets under management

Employees

3,566 client accounts

Services offered by PALLAS CAPITAL ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at PALLAS CAPITAL ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does James Christopher Landry offer?

James Christopher Landry specializes in Financial Planning, Investment Management. Contact their office in BRAINTREE, Massachusetts for a consultation.

What are James Christopher Landry's credentials?

James Christopher Landry holds the following professional designations: ChFC. These credentials require rigorous education, examination, and ongoing continuing education.

Where is James Christopher Landry located?

James Christopher Landry is based in BRAINTREE, Massachusetts, working with PALLAS CAPITAL ADVISORS, LLC. Their office serves clients in the BRAINTREE metropolitan area and surrounding communities.

How does James Christopher Landry charge for services?

James Christopher Landry's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PALLAS CAPITAL ADVISORS, LLC?

PALLAS CAPITAL ADVISORS, LLC has approximately 30 employees and manages $3.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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