James
Macleod

Amundi Pioneer Institutional Asset Management, Inc

CRD#4350993
Investment Advisor
in Boston, MA

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

James Macleod is a certified financial planner based out of Boston, Massachusetts, who has been in the financial industry for 10 years. Macleod is an advisor for Amundi Pioneer Institutional Asset Management, Inc. Throughout their career, they have worked at Summit Brokerage Services Inc, Summit Financial Group Inc, Lpl Financial and Pioneer Funds Distributor, Inc. Macleod maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in Massachusetts. Amundi Pioneer Institutional Asset Management, Inc is a financial advisory company that has its headquarters in Boston, Massachusetts. The firm has a total of 284 advisors. It oversees $17 billion in assets under management between its 113 customer accounts, placing it among the biggest firms in the country by assets under management. Amundi Pioneer Institutional Asset Management, Inc has a number of services, including portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers and publication of newsletters. A financial advisor's fees are based on the services. However, fee types billed by Amundi Pioneer Institutional Asset Management, Inc likely include asset-based and performance-based fees.

Certifications and Registrations

Series 66, Certified Financial Planner

Years of Experience

11 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Selection of other advisers, Publication of periodicals or newsletters

Fee Structure

Percentage of Assets, Performance-based Fees

Disclosures

Yes

Office Location

60 State Street
Boston, MA 02109-1820

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Amundi Pioneer Institutional Asset Management, Inc Brokerage Details

Total Assets Under Management

$17,448,299,313

MA Average: $16,012,751,954
Total Number of Employees

284

MA Average: 118
Total Number of Accounts

113

MA Average: 4,567
Average Account Size

$154,409,728

MA Average: $3,506,186

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Publication of periodicals or newsletters

James Macleod Work History

James has 11 years of experience.

2012 - Present (8 years)

Pioneer Funds Distributor, Inc

2011 - 2012 (1 year)

Lpl Financial

2009 - 2011 (2 years)

Summit Brokerage Services Inc

2009 - 2011 (2 years)

Summit Financial Group Inc

Disclosures

James Macleod has disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Amundi Pioneer Institutional Asset Management, Inc

Robert Flynn
Boston, MA
Gerard Roddy
Boston, MA
Eric Ramsey
Boston, MA
Andrew Federico
Boston, MA
Jason Xanthakis
Boston, MA
Stephen Casaccia
Boston, MA
John Korn
Boston, MA
Brent Abendroth
Boston, MA

This content was compiled from the SEC and FINRA.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started