Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Manuel Decosta is an investment advisor representative with Sandbox Financial Partners, LLC. James has been in the industry for over 30 years and holds a Series 63 and Series 65 license. James is also a licensed insurance agent. James's firm, Sandbox Financial Partners, LLC, provides financial planning, portfolio management for individuals, and selection of other advisors to clients. The firm has $575,171,012 in assets under management and serves high-net-worth individuals, corporations, and pension plans.
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.
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.
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2
MD
01/10/2023 - Present
Sandbox Financial Partners, LLC (BETHESDA MD)
MD
03/25/2017 - 12/31/2022
MML INVESTORS SERVICES, LLC (ROCKVILLE MD)
MD
01/02/2015 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (ROCKVILLE MD)
MD
12/11/2003 - 01/02/2015
NEW ENGLAND SECURITIES (ROCKVILLE MD)
VT
09/09/1997 - 12/03/2003
EQUITY SERVICES, INC. (MONTPELIER VT)
CT
10/01/1995 - 09/11/1997
WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)
WA
09/03/1985 - 10/01/1995
RELIASTAR FINANCIAL MARKETING CORP. (SEATTLE WA)
NA
06/19/1983 - 10/09/1985
AETNA LIFE INSURANCE AND ANNUITY COMPANY
IA
Issued 09/25/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/21/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/12/1981
Series 2 - Non-Member General Securities Examination
Active
Inactive
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