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John Andrew Spicciatie

ST. JAMES INVESTMENT ADVISORS, LLC·PORT JEFFERSON, New York
Clean recordST. JAMES INVESTMENT ADVISORS, LLC
414 MAIN STREET, PORT JEFFERSON, NY 11777CRD# 7068706Firm CRD# 283880

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
John Andrew Spicciatie · PORT JEFFERSON, NY
Registration
CRD #7068706 · ST. JAMES INVESTMENT ADVISORS, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

John Andrew Spicciatie is a registered financial advisor based in PORT JEFFERSON, New York, affiliated with ST. JAMES INVESTMENT 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
Introduction

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03

Firm Overview

Firm
ST. JAMES INVESTMENT ADVISORS, LLC
ST. JAMES INVESTMENT ADVISORS, LLC
AUM
$69M
Regulatory assets under management
Employees
7
Total firm employees
View all advisors at ST. JAMES INVESTMENT ADVISORS, LLC →
Services
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Other
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 7068706
Firm CRD# 283880
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does John Andrew Spicciatie offer?
John Andrew Spicciatie specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in PORT JEFFERSON, New York for a consultation.
What are John Andrew Spicciatie's credentials?
John Andrew Spicciatie is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is John Andrew Spicciatie located?
John Andrew Spicciatie is based in PORT JEFFERSON, New York, working with ST. JAMES INVESTMENT ADVISORS, LLC. Their office serves clients in the PORT JEFFERSON metropolitan area and surrounding communities.
How does John Andrew Spicciatie charge for services?
John Andrew Spicciatie'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 ST. JAMES INVESTMENT ADVISORS, LLC?
ST. JAMES INVESTMENT ADVISORS, LLC has approximately 7 employees and manages $69M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at ST. JAMES INVESTMENT ADVISORS, LLC

Brian Christopher Mark
PORT JEFFERSON, NY
Jennifer Ann Abbonizio
PORT JEFFERSON, NY

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