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James Paul Karamourtopoulos

NEW England Private Wealth Advisors, LLC

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About James Paul Karamourtopoulos

James Paul Karamourtopoulos is a financial advisor at New England Private Wealth Advisors, LLC. James Paul Karamourtopoulos has been in the financial services industry since 2014. James Paul Karamourtopoulos is a Certified Financial Planner and holds the Series 6 and Series 63 licenses. James Paul Karamourtopoulos specializes in financial planning, portfolio management, and selection of other advisors. James Paul Karamourtopoulos works with individuals, families, and charitable organizations. James Paul Karamourtopoulos's firm is located in Wellesley, Massachusetts.

Firm Information

James Karamourtopoulos is currently registered with NEW England Private Wealth Advisors, LLC. NEW England Private Wealth Advisors, LLC is an independent investment advisory firm headquartered in Wellesley, Massachusetts. They offer a wide range of services, including financial planning, portfolio management for individuals and businesses, and selection of other advisors. They manage assets for a variety of client types including high-net-worth individuals, charitable organizations, corporations, and individuals other than high-net-worth. They currently manage over $2.6 billion in assets for more than 2,700 accounts.
NEW England Private Wealth Advisors, LLC

36 WASHINGTON STREET, SUITE 280

WELLESLEY, MA 02481-1922

$2.68B

Assets Under Management

Not reported

Total Clients

7

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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James Karamourtopoulos’s Registration & Firm History

MA

01/24/2024 - Present

NEW England Private Wealth Advisors, LLC (WELLESLEY MA)

MA

01/13/2021 - 04/19/2021

ROYAL ALLIANCE ASSOCIATES, INC. (NEEDHAM HEIGHTS MA)

CT

03/16/2018 - 01/02/2020

AMG DISTRIBUTORS, INC. (STAMFORD CT)

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Licenses & Designations

BC

Issued 02/26/2018

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/16/2018

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for James Paul Karamourtopoulos.
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