James
Sweet
Court Place Advisors LLC
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About this Advisor
James Sweet is a financial advisor who works out of Ellicott City, Maryland, with 4 years of relevant experience. Sweet works at Court Place Advisors LLC. Sweet has gained experience at T Rowe Price, Hightopps Backstage Grille, Towson University, Td Ameritrade, Inc and Court Place Advisors, LLC. Sweet has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to advise clients in Maryland, Pennsylvania and Virginia. Court Place Advisors LLC is a firm that has its headquarters in Ellicott City, MD. It has offices in two locations and a total of eight advisors. It oversees $347 million in total assets among its 331 accounts, making it one of the mid-sized firms in the United States by assets under management. The firm serves nine charitable organizations. Of its 331 client accounts, 27% are associated with high-net-worth investors who have greater than $1 million in assets. The advisory firm provides a set of services, including financial planning services and portfolio management for individuals and small businesses. Fees charged by financial advisors vary depending on which service is offered. However, fee types billed by Court Place Advisors LLC may include any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Court Place Advisors LLC Brokerage Details
$346,840,044
8
331
$1,047,855
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
James Sweet Work History
James has been registered as a financial advisor for 4 years.*
Court Place Advisors, LLC
Td Ameritrade, Inc
T Rowe Price
Hightopps Backstage Grille
Towson University
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
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
Ellicott City, MD
Naples, FL
Ellicott City, MD
Ellicott City, MD
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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