Unclaimed Profile

James Stephen Altschuler

ALTSCHULER, JAMES STEPHEN·LEXINGTON, Massachusetts

Series 7, Series 63Clean record21 years registeredALTSCHULER, JAMES STEPHEN

594 MARRETT ROAD, SUITE 13, LEXINGTON, MA 02421CRD# 2641104Firm CRD# 130004

Profile Verification

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

Identity

James Stephen Altschuler · LEXINGTON, MA

Registration

CRD #2641104 · ALTSCHULER, JAMES STEPHEN · 21 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: ALTSCHULER, JAMES STEPHEN

RWA WEALTH PARTNERS

Oct 2022 – Feb 2026

BOSTON, MA

ALTSCHULER FINANCIAL SERVICES

Feb 2016 – Dec 2022

LEXINGTON, MA

ALTSCHULER FINANCIAL SERVICES

Sep 2004 – Jun 2015

LEXINGTON, MA

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Registration record

First registered · September 22, 2004

Years registered · 21

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ALTSCHULER, JAMES STEPHEN

CRD 130004 · SEC 801-100368

AUM

$210M

Regulatory assets under management

Employees

158 client accounts

Services offered by ALTSCHULER, JAMES STEPHEN

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 ALTSCHULER, JAMES STEPHEN →

Introduction

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Frequently Asked Questions

What services does James Stephen Altschuler offer?

James Stephen Altschuler specializes in Financial Planning, Investment Management.

What are James Stephen Altschuler's credentials?

James Stephen Altschuler is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is James Stephen Altschuler located?

James Stephen Altschuler is based in LEXINGTON, Massachusetts, last registered with ALTSCHULER, JAMES STEPHEN.

How does James Stephen Altschuler charge for services?

James Stephen Altschuler'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 ALTSCHULER, JAMES STEPHEN?

ALTSCHULER, JAMES STEPHEN has approximately 3 employees and manages $210M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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