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James Mcdonald Anthony

MARTHA'S VINEYARD INVESTMENT ADVISORS, LLC·WEST TISBURY, Massachusetts
SIE, Series 7, Series 7TO, Series 66Clean record20 years registeredMARTHA'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 · 20 years registered
Brand Profile
Not yet started
01

Career History

MARTHA'S VINEYARD INVESTMENT ADVISORS, LLC
Feb 2018 – present
CETERA INVESTMENT ADVISERS LLC
Jan 2014 – Jul 2014
CHESTERTOWN, MD
CETERA INVESTMENT SERVICES LLC
Sep 2005 – Jan 2014
CHESTERTOWN, MD
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 7TO
Series 66
Registration record
First registered · September 29, 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
MARTHA'S VINEYARD INVESTMENT ADVISORS, LLC
CRD 291599 · SEC 801-112370
AUM
$244M
Regulatory assets under management
Employees
9
358 client accounts
Services offered by MARTHA'S VINEYARD INVESTMENT ADVISORS, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at MARTHA'S VINEYARD INVESTMENT ADVISORS, LLC →
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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.
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Other Advisors at MARTHA'S VINEYARD INVESTMENT ADVISORS, LLC

Edward Joseph Murphy
WEST TISBURY, MA

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