James
Landry
Pallas Capital Advisors, LLC
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About this Advisor
James Landry is a chartered financial consultant operating out of Braintree, Massachusetts who has 3 years of industry experience. Landry works at Pallas Capital Advisors, LLC. Throughout their career, Landry has worked at Pallas Capital Advisors LLC, Gwm Advisors, LLC, Lincoln Financial Advisors Corporation and Triad Advisors LLC. Landry maintains Series 63, Series 65 and Series 66 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to operate in Massachusetts. Pallas Capital Advisors, LLC is an advisory business that has its headquarters in Braintree, MA. The company has offices in four locations and a total of 22 financial advisors. It has $2 billion in assets across its 2,675 client accounts, placing it among the largest firms in the United States by assets under management. Of its 2,675 customer accounts, 38% belong to high-net-worth clients who have more than $1 million in investable assets. Pallas Capital Advisors, LLC offers a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. A financial advisor's fees vary depending on the services provided. Fee types billed by Pallas Capital Advisors, LLC most likely 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
James Landry Work History
James has been registered as a financial advisor for 3 years.*
Pallas Capital Advisors LLC
Triad Advisors LLC
Gwm Advisors, LLC
Lincoln Financial Advisors Corporation
*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 Landry 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
Newport, RI
Braintree, MA
Braintree, MA
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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