Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Andrew Spicciatie is a registered investment advisor representative at St. James Investment Advisors, LLC. John is a Series 65 holder and has been in the industry since January 2018. The advisor has 216 clients with a total of $68,674,115 in assets under management. St. James Investment Advisors, LLC provides portfolio management services for individuals and businesses, as well as pension consulting services. John specializes in financial planning, retirement planning, and estate planning.
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.
Guidance on pension options to ensure a secure financial future.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Sub adviser services
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.
A percentage of the total value of assets under management is charged.
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NY
06/16/2021 - Present
ST. James Investment Advisors, LLC (PORT JEFFERSON NY)
IA
Issued 02/25/2020
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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