AdvisorOS Directory
Claim Profile
Unclaimed Profile
JA

James Mcdonald Anthony

MARTHA'S VINEYARD INVESTMENT ADVISORS, LLC·WEST TISBURY, Massachusetts
Clean recordMARTHA'S VINEYARD INVESTMENT ADVISORS, LLC
496 STATE RD, WEST TISBURY, MA 02575CRD# 5029299Firm CRD# 291599

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
James Mcdonald Anthony · WEST TISBURY, MA
Registration
CRD #5029299 · MARTHA'S VINEYARD INVESTMENT ADVISORS, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

James Mcdonald Anthony is a registered financial advisor based in WEST TISBURY, Massachusetts, affiliated with MARTHA'S VINEYARD INVESTMENT ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Introduction

Speak with James

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if James is the right fit? Take our 2-minute quiz →

03

Firm Overview

Firm
MARTHA'S VINEYARD INVESTMENT ADVISORS, LLC
MARTHA'S VINEYARD INVESTMENT ADVISORS, LLC
AUM
$244M
Regulatory assets under management
Employees
9
Total firm employees
View all advisors at MARTHA'S VINEYARD INVESTMENT ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 5029299
Firm CRD# 291599
View on FINRA BrokerCheck →

Looking for a financial advisor in WEST TISBURY?

Browse all registered financial advisors in WEST TISBURY, Massachusetts or claim this profile if it's yours.

Browse WEST TISBURY AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does James Mcdonald Anthony offer?
James Mcdonald Anthony specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in WEST TISBURY, Massachusetts for a consultation.
What are James Mcdonald Anthony's credentials?
James Mcdonald Anthony is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Mcdonald Anthony located?
James Mcdonald Anthony is based in WEST TISBURY, Massachusetts, working with MARTHA'S VINEYARD INVESTMENT ADVISORS, LLC. Their office serves clients in the WEST TISBURY metropolitan area and surrounding communities.
How does James Mcdonald Anthony charge for services?
James Mcdonald Anthony'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 MARTHA'S VINEYARD INVESTMENT ADVISORS, LLC?
MARTHA'S VINEYARD INVESTMENT ADVISORS, LLC has approximately 9 employees and manages $244M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at MARTHA'S VINEYARD INVESTMENT ADVISORS, LLC

Carol Hofmann Carroll
WEST TISBURY, MA
Edward Joseph Murphy
WEST TISBURY, MA
Mary Catherine Griffiths
WEST TISBURY, MA

More Advisors in WEST TISBURY, Massachusetts

Grant Alan Joiner
VINEYARD WEALTH GROUP, LLC·WEST TISBURY, MA

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Massachusetts
BOSTON (4228)CAMBRIDGE (266)WALTHAM (210)WELLESLEY (201)NEWTON (143)NEEDHAM (97)SPRINGFIELD (80)BRAINTREE (69)WESTWOOD (54)WELLESLEY HILLS (46)
City Guides
BOSTON GuideCAMBRIDGE GuideWALTHAM GuideWELLESLEY GuideNEWTON Guide
Research
Advisor Fees in MassachusettsNational Fee Analysis
Request removal of this profile