Unclaimed Profile

James T Celico

F-SQUARED INVESTMENTS, INC·WELLESLEY, Massachusetts

SIE, Series 6, Series 7, Series 24, Series 63, Series 66Clean record6 years registeredF-SQUARED INVESTMENTS, INC

80 WILLIAM STREET, WELLESLEY, MA 02481CRD# 2356996Firm CRD# 146673

Profile Verification

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

Identity

James T Celico · WELLESLEY, MA

Registration

CRD #2356996 · F-SQUARED INVESTMENTS, INC · 6 years registered

Brand Profile

Not yet started

Career History

NORTH CAPITAL

May 2023 – present

NORTH CAPITAL PRIVATE SECURITIES CORPORATION

Aug 2021 – present

TRANSPARENT INVESTMENT SOLUTIONS LLC

May 2020 – Sep 2021

Barrington, RI

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 24

Series 63

Series 66

Registration record

First registered · May 12, 2020

Years registered · 6

Disclosure History

Clean record · no disclosure events on file

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

Firm Overview

Firm

F-SQUARED INVESTMENTS, INC

CRD 146673 · SEC 801-69937

AUM

$49K

Regulatory assets under management

Employees

1 client accounts

Services offered by F-SQUARED INVESTMENTS, INC

Per Form ADV

Selection of other advisers

Other

View all advisors at F-SQUARED INVESTMENTS, INC →

Introduction

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Frequently Asked Questions

What services does James T Celico offer?

James T Celico specializes in Wealth Management, Fee-Only Advisory. Contact their office in WELLESLEY, Massachusetts for a consultation.

What are James T Celico's credentials?

James T Celico is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is James T Celico located?

James T Celico is based in WELLESLEY, Massachusetts, working with F-SQUARED INVESTMENTS, INC. Their office serves clients in the WELLESLEY metropolitan area and surrounding communities.

How does James T Celico charge for services?

James T Celico's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is F-SQUARED INVESTMENTS, INC?

F-SQUARED INVESTMENTS, INC has approximately 57 employees and manages $49K in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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