James
Sutton
Echo45 Advisors LLC
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About this Advisor
James Sutton is a financial advisor based in Walnut Creek, California, working with Echo45 Advisors LLC. James has previously held positions at Mass Mutual Life Insurance Company, Mml Investors Services, Lenox Advisors, Inc (Mass Mutual), Morgan Stanley, Merrill Lynch, Pierce, Fenner & Smith Inc, and Echo45 Advisors LLC. James has passed the Series 66 regulatory exam and is registered to provide services in California. Currently, James is part of Echo45 Advisors LLC, which operates out of Walnut Creek, California. The firm has 7 employees and manages assets totaling $167.8 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Echo45 Advisors LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Echo45 Advisors LLC Brokerage Details
$167,785,907
7
526
$318,985
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
James Sutton Work History
Echo45 Advisors LLC
Merrill Lynch, Pierce, Fenner & Smith Inc
Morgan Stanley
Mass Mutual Life Insurance Company
Mml Investors Services
Lenox Advisors, Inc (Mass Mutual)
Disclosures
Please visit the SEC profile of James Sutton to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Echo45 Advisors LLC
Walnut Creek, CA
Walnut Creek, CA
Walnut Creek, CA
Walnut Creek, CA
Walnut Creek, CA
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