James
Shagawat
Mariner Independent
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About this Advisor
James Shagawat is a financial advisor based in Paramus, New Jersey, working with Mariner Independent. James has previously held positions at Mariner Platform Solutions, Adviceperiod, LLC, The Baron Financial Group LLC, and Shagawat Financial Advisors, LLC. James is registered to provide services in New Jersey. Currently, James is part of Mariner Independent, which operates out of Paramus, New Jersey. The firm has 33 offices and 102 employees. The firm manages assets totaling $4.3 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and pension consulting services. The fee structure at Mariner Independent includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Mariner Independent Brokerage Details
$4,345,628,317
102
8,802
$493,709
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
James Shagawat Work History
Mariner Platform Solutions
Adviceperiod, LLC
Shagawat Financial Advisors, LLC
The Baron Financial Group LLC
Disclosures
Please visit the SEC profile of James Shagawat 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 Mariner Independent
Florham Park, NJ
Warrenton, VA
Thousand Oaks, CA
Los Angeles, CA
Ramsey, NJ
Palos Verdes Peninsula, CA
Annapolis, MD
Los Angeles, CA
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