James
Macleod

Amundi Pioneer Institutional Asset Management, Inc

CRD#4350993
Investment Advisor
in Boston, MA
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About this Advisor

James Macleod is a certified financial planner working in Boston, Massachusetts, with 10 years of financial industry experience. Macleod currently works for Amundi Pioneer Institutional Asset Management, Inc. Macleod has gained experience at Pacific Life Insurance, Pacific Select Distributors, Lpl Financial, Summit Brokerage Services Inc, Summit Financial Group Inc and Pioneer Funds Distributor, Inc. Macleod holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to serve investors in Massachusetts. Amundi Pioneer Institutional Asset Management, Inc is an advisory business based out of Boston, Massachusetts. The company has a total of 267 employees. It administers $19 billion in total assets among its 115 customer accounts, placing it among the biggest firms in the United States by assets under management. The advisory firm offers a broad set 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 usually are based on which services the firm provides the client. Fees charged 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

10 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

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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

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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 10 years of experience.

2012 - Present (7 years)

Pioneer Funds Distributor, Inc

2011 - 2012 (1 year)

Lpl Financial

2009 - 2009 (< 1 year)

Lpl Financial

2009 - 2011 (2 years)

Summit Brokerage Services Inc

2009 - 2011 (2 years)

Summit Financial Group Inc

2008 - 2009 (1 year)

Pacific Life Insurance

2008 - 2009 (1 year)

Pacific Select Distributors

Disclosures

James Macleod has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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