James
Sweet
Court Place Advisors LLC
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About this Advisor
James Sweet is a financial advisor based in Ellicott City, Maryland, working with Court Place Advisors LLC. James has previously held positions at T Rowe Price, Td Ameritrade, Inc, and Court Place Advisors, LLC. James has passed the Series 66 regulatory exam and is registered to provide services in Maryland, Pennsylvania, and Virginia. Currently, James is part of Court Place Advisors LLC, which operates out of Ellicott City, Maryland. The firm has 2 offices and 7 employees. The firm manages assets totaling $377.6 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Court Place Advisors LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Court Place Advisors LLC Brokerage Details
$377,623,486
7
315
$1,198,805
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
James Sweet Work History
Court Place Advisors, LLC
Td Ameritrade, Inc
T Rowe Price
Disclosures
Please visit the SEC profile of James Sweet 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 Court Place Advisors LLC
Ellicott City, MD
Naples, FL
Ellicott City, MD
Ellicott City, MD
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