James Vermilye is a CFP-designated registered investment advisor at Morgan Stanley, based in Annapolis, MD, with 29 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.
Compensation
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Assets Under Management
Fee Structure
Location
410 Severn Avenue, Suite 211, Annapolis, MD, 21403
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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James is involved with several non-profit organizations, including the Mid Shore Community Foundation, Anne Arundel Health System, Chesapeake College Foundation, Critchlow Adkins Childrens Center, and BAAM. He serves on finance and investment committees and as a board member/treasurer, dedicating minimal time to each.
Employment History
Current Registrations
Morgan Stanley
Morgan StanleyBroker
Previous Registrations
Robert W. Baird & CO. IncorporatedBroker
Robert W. Baird & CO. Incorporated
LPL Financial LLCBroker
LPL Financial LLC
LPL Financial CorporationBroker
LPL Financial Corporation
Uvest Financial Services Group, INC.
Uvest Financial Services Group, INC.Broker
Sunamerica Securities, INC.Broker
Allfirst Brokerage CorporationBroker
Charles Schwab & CO., INC.Broker
Legg Mason Wood Walker, IncorporatedBroker
State Registrations37 states
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