Jack
Mccroken
Pallas Capital Advisors, LLC
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About this Advisor
Jack Mccroken is a certified financial planner who works out of Braintree, Massachusetts, with a total of 3 years of relevant experience. Mccroken is on the advisory team at Pallas Capital Advisors, LLC. Their career trajectory has included roles at Citizens Bank, Cco Investment Services, Ubs Financial Services, Inc, Triad Advisors LLC, Gwm Advisors, LLC and Pallas Capital Advisors, LLC. Mccroken maintains Series 63 and Series 66 licenses, which qualify them as a securities agent, and can work in Massachusetts. Pallas Capital Advisors, LLC is a registered investment firm operating out of Braintree, MA. The company has offices in four locations and a total of 22 employees. It administers $2 billion in assets under management among its 2,675 customer accounts, placing it among the biggest investment advisory firms in the country by assets under management. Of its 2,675 customer accounts, 38% belong to high-net-worth individuals who have at least $1 million in assets available to invest. Pallas Capital Advisors, LLC provides a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Financial advisory fees largely are based on the type of financial services offered. Fee types billed by Pallas Capital Advisors, LLC may include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Pallas Capital Advisors, LLC Brokerage Details
$1,539,021,289
22
2,675
$575,335
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Jack Mccroken Work History
Jack has been registered as a financial advisor for 3 years.*
Pallas Capital Advisors, LLC
Triad Advisors LLC
Gwm Advisors, LLC
Ubs Financial Services, Inc
Cco Investment Services
Citizens Bank
*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 Jack Mccroken 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 Pallas Capital Advisors, LLC
Braintree, MA
Braintree, MA
Newport, RI
Braintree, MA
Braintree, MA
Braintree, MA
Newport, RI
Braintree, MA
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
