JC
CFA
JC
CFA

James Robert Crockett

7 Years of Experience
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)
Firm Size
4 advisors
Number of Clients
203 clients
Average Client Portfolio
$3.7M average
Assets Under Management
$750.2M

Fee Structure

Financial Planning:Investment management only
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Location

16 Martin Street, Essex, MA, 01929

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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
East Coast Asset Management, LLC
March 2018 - Present · 7 yrs 11 mos
State Registrations1 state
MA
Advisor
Exams
No exam information available for this advisor.