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James Mccusker

MCCUSKER, JAMES·CHELMSFORD, Massachusetts
Series 7, Series 24, Series 27, Series 63Clean record20 years registeredMCCUSKER, JAMES
11 SUMMER STREET, CHELMSFORD, MA 01824CRD# 1400431Firm CRD# 127249

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
James Mccusker · CHELMSFORD, MA
Registration
CRD #1400431 · MCCUSKER, JAMES · 20 years registered
Brand Profile
Not yet started
01

Career History

No current investment adviser registration
Last registered firm: MCCUSKER, JAMES
AURORA FINANCIAL ADVISORS, LLC
Mar 2014 – Mar 2019
WELLESLEY, MA
JAMES MCCUSKER & ASSOCIATES
Nov 2005 – Aug 2014
WESTFORD, MA
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 24
Series 27
Series 63
Registration record
First registered · November 21, 2005
Years registered · 20
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
MCCUSKER, JAMES
CRD 127249 · SEC 801-62378
AUM
$107M
Regulatory assets under management
Employees
2
581 client accounts
Services offered by MCCUSKER, JAMES
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at MCCUSKER, JAMES →
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05

Frequently Asked Questions

What services does James Mccusker offer?
James Mccusker specializes in Financial Planning, Investment Management.
What are James Mccusker's credentials?
James Mccusker is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Mccusker located?
James Mccusker is based in CHELMSFORD, Massachusetts, last registered with MCCUSKER, JAMES.
How does James Mccusker charge for services?
James Mccusker's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MCCUSKER, JAMES?
MCCUSKER, JAMES has approximately 2 employees and manages $107M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Massachusetts
BOSTON (1000)WELLESLEY (105)WALTHAM (91)BRAINTREE (58)SPRINGFIELD (41)NEEDHAM (40)NEWTON (37)CAMBRIDGE (29)WOBURN (26)LEXINGTON (25)
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Research
Advisor Fees in MassachusettsNational Fee Analysis
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