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John Andrew Spicciatie

ST. JAMES INVESTMENT ADVISORS, LLC·PORT JEFFERSON, New York
Series 65Clean record6 years registeredST. 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 · 6 years registered
Brand Profile
Not yet started
01

Career History

ST. JAMES INVESTMENT ADVISORS, LLC
Mar 2020 – present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · March 2, 2020
Years registered · 6
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
ST. JAMES INVESTMENT ADVISORS, LLC
CRD 283880 · SEC 801-107821
AUM
$69M
Regulatory assets under management
Employees
7
216 client accounts
Services offered by ST. JAMES INVESTMENT ADVISORS, LLC
Per Form ADV
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Other
Client types served by the firm
Per Form ADV
Individuals
View all advisors at ST. JAMES INVESTMENT ADVISORS, LLC →
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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

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