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James R Femia

Apella Wealth

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About James R Femia

James Femia is a registered Investment Advisor Representative with Apella Wealth. James Femia has been in the securities industry for 27 years. James Femia has been with Apella Wealth since September 2015. James Femia has a Series 6, 7, 63, and 65 license. James Femia is registered with the states of Connecticut, Massachusetts and Texas. James Femia works with individual clients, high-net-worth individuals, pension and profit-sharing plans, corporations or other businesses, charitable organizations and individuals other than high-net-worth. James Femia provides financial planning and portfolio management services.

Firm Information

James Femia is currently registered with Apella Wealth. Apella Wealth is an investment advisor registered with the SEC and based in West Hartford, CT. With a team of over 40 investment advisor representatives, they manage approximately $3.35 billion in assets for individuals, high-net-worth individuals, corporations, charitable organizations, and pension plans. Apella Wealth specializes in financial planning and portfolio management.
Apella Wealth

65 MEMORIAL DRIVE

WEST HARTFORD, CT 06107

$3.35B

Assets Under Management

Not reported

Total Clients

41

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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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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percentage of assets

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

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other

Fee for financial planning services. fees for technology.

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James Femia’s Registration & Firm History

CT

12/15/2016 - Present

Apella Wealth (WEST HARTFORD CT)

MA

11/29/2007 - 10/07/2009

SENTINEL SECURITIES, INC. (WAKEFIELD MA)

NA

01/21/1994 - 02/08/1995

LIBERTY SECURITIES CORPORATION

NA

06/22/1992 - 01/24/1994

METLIFE SECURITIES INC.

NA

06/22/1992 - 01/24/1994

METROPOLITAN LIFE INSURANCE COMPANY

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Licenses & Designations

IA

Issued 08/15/1996

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/18/1992

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/22/1996

Series 7 - General Securities Representative Examination

BC

Issued 06/20/1992

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for James R Femia.
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