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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Taliaferro is a financial advisor with Clear Harbor Asset Management, LLC. James Taliaferro has been a financial advisor for over 50 years, beginning his career in 1969 with Dominick & Dominick, Incorporated. He is registered with the Securities and Exchange Commission and has a Series 40 license. James Taliaferro specializes in providing financial advice to high-net-worth individuals, charitable organizations, pension and profit sharing plans, corporations, and pooled investment vehicles. James Taliaferro has extensive experience in the financial services industry.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
CT
02/01/2023 - Present
Clear Harbor Asset Management, LLC (STAMFORD CT)
NA
07/27/1978 - 07/06/1990
KIDDER, PEABODY & CO. INCORPORATED
NA
09/26/1978 - 07/09/1987
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
NA
01/15/1975 - 09/26/1978
WHITE, WELD & CO. INCORPORATED
NA
04/25/1973 - 01/15/1975
WHITE, WELD & CO., INCORPORATED
NA
07/22/1971 - 03/14/1973
EDWARDS & HANLY
NA
09/17/1969 - 08/19/1971
DOMINICK & DOMINICK, INCORPORATED
BC
Issued 11/17/1978
Series 40 - Registered Principal Examination
BC
Issued 09/07/1977
PC - AMEX Put and Call Exam
BC
Issued 09/15/1969
Series 1 - Registered Representative Examination
Active
Inactive
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