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James Savage

XT Capital Partners, LLC

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About James Savage

James Savage is a financial advisor with over 20 years of experience in the financial industry. James currently works with XT Capital Partners, LLC. Previously, James worked with Legg Mason Investor Services, LLC, Lord Abbett Distributor LLC and FAM Distributors, Inc. James is registered in Connecticut and holds Series 7, Series 66, and SIE licenses.

Firm Information

James Savage is currently registered with XT Capital Partners, LLC. XT Capital Partners, LLC is a Limited Liability Company formed on October 9, 2001, and is approved to conduct business in 16 states and is registered with the SEC.

Not reported

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.

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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James Savage’s Registration & Firm History

CT

04/27/2023 - Present

XT Capital Partners, LLC (WESTPORT CT)

NY

09/20/2018 - 09/12/2022

XT CAPITAL PARTNERS, LLC (NEW YORK NY)

NY

04/09/2012 - 01/04/2018

LEGG MASON INVESTOR SERVICES, LLC (NEW YORK NY)

NJ

09/21/2001 - 01/04/2012

LORD ABBETT DISTRIBUTOR LLC (JERSEY CITY NJ)

NY

07/18/2000 - 08/14/2001

FAM DISTRIBUTORS, INC. (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 10/02/2002

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/17/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for James Savage. Review regulatory record here.
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