Unclaimed Profile

Jonathan A Landry

44 NORTH CAPITAL, LLC·BURLINGTON, Vermont

SIE, Series 7, Series 66CFPClean record14 years registered44 NORTH CAPITAL, LLC

431 PINE STREET, BURLINGTON, VT 05401CRD# 6004737Firm CRD# 327552

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jonathan A Landry · BURLINGTON, VT

Registration

CRD #6004737 · 44 NORTH CAPITAL, LLC · 14 years registered

Brand Profile

Not yet started

Career History

44 NORTH CAPITAL, LLC

Sep 2023 – present

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Feb 2012 – Sep 2023

BURLINGTON, VT

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · February 8, 2012

Years registered · 14

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

44 NORTH CAPITAL, LLC

CRD 327552 · SEC 801-128572

AUM

$104M

Regulatory assets under management

Employees

327 client accounts

Services offered by 44 NORTH CAPITAL, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Market timing services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at 44 NORTH CAPITAL, LLC →

Introduction

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Frequently Asked Questions

What services does Jonathan A Landry offer?

Jonathan A Landry specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in BURLINGTON, Vermont for a consultation.

What are Jonathan A Landry's credentials?

Jonathan A Landry holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Jonathan A Landry located?

Jonathan A Landry is based in BURLINGTON, Vermont, working with 44 NORTH CAPITAL, LLC. Their office serves clients in the BURLINGTON metropolitan area and surrounding communities.

How does Jonathan A Landry charge for services?

Jonathan A Landry's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is 44 NORTH CAPITAL, LLC?

44 NORTH CAPITAL, LLC has approximately 3 employees and manages $104M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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