JC
JC

James Patrick Craco

26 Years of Experience
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningTax PlanningEstate PlanningInsurance PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
6 advisors
Number of Clients
446 clients
Average Client Portfolio
$82K average
Assets Under Management
$36.7M

Fee Structure

Minimum Investment:$50K
AUM-Based Fees (Flat)
Assets Under ManagementAnnual Fee
$0+2.00%

Lower fees may be available through other advisors offering similar services. Fees are negotiable based on factors such as size, complexity, and relationship.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

136 Main St. Suite 201, Brooks Corner, Westport, CT, 06880

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Sentinel Asset Management, LLC
December 2023 - Present · 2 yrs 2 mos
Previous Registrations
Oppenheimer & CO. INC.Broker
November 2020 - January 2022 · 1 yr 2 mos
Credit Agricole Securities (USA) INC.Broker
June 2020 - October 2020 · 4 mos
TD Securities (USA) LLCBroker
May 2007 - June 2019 · 12 yrs 1 mo
BMO Capital Markets CORP.Broker
May 2006 - May 2007 · 1 yr
Bny Capital Markets INC.Broker
November 2005 - May 2006 · 6 mos
Cibc World Markets CORP.Broker
June 2003 - October 2005 · 2 yrs 4 mos
RBC Dominion Securities CorporationBroker
January 2003 - June 2003 · 5 mos
TD Securities (USA) INC.Broker
May 1997 - January 2003 · 5 yrs 8 mos
Neuberger & Berman, LLCBroker
July 1996 - May 1997 · 10 mos
State Registrations1 state
CT
Advisor
Exams
No exam information available for this advisor.
James Patrick Craco - Financial Advisor | TrueAdvisor