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James David Mcfadden

CIRCLE N ADVISORS, LLC·FISHKILL, New York
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1065 MAIN STREET, FISHKILL, NY 12524CRD# 1979899Firm CRD# 271027
01

About

James David Mcfadden is a registered financial advisor based in FISHKILL, New York, affiliated with CIRCLE N ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
03

Firm Overview

Firm
CIRCLE N ADVISORS, LLC
CIRCLE N ADVISORS, LLC
AUM
$107M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at CIRCLE N ADVISORS, LLC →
Services
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 1979899
Firm CRD# 271027
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does James David Mcfadden offer?
James David Mcfadden specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in FISHKILL, New York for a consultation.
What are James David Mcfadden's credentials?
James David Mcfadden is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James David Mcfadden located?
James David Mcfadden is based in FISHKILL, New York, working with CIRCLE N ADVISORS, LLC. Their office serves clients in the FISHKILL metropolitan area and surrounding communities.
How does James David Mcfadden charge for services?
James David Mcfadden'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 CIRCLE N ADVISORS, LLC?
CIRCLE N ADVISORS, LLC has approximately 3 employees and manages $107M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in FISHKILL
William Fred Nicklin — NSB ADVISORS LLCWilliam T. Nicklin — NSB ADVISORS LLCJonathan C. Nicklin — NSB ADVISORS LLCCharles Iver Frumberg — CIRCLE N ADVISORS, LLCChristian Michael Wallace — CIRCLE N ADVISORS, LLC
Nearby cities in New York
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City Guides
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Research
Advisor Fees in New YorkNational Fee Analysis
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