James
Currier
Affinity Bst Advisors, LLC
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About this Advisor
James Currier is a financial advisor operating out of Latham, New York with 2 years of industry experience. Currier is currently employed by Affinity Bst Advisors, LLC. Currier has gained experience at Lincoln Financial Advisors Corporation, New York Business Development Corp, John Thomas Steak House, Ithaca College, Chemung Canal Trust Co, Cambridge Investment Research, Inc, The Ayco Company, L.P./Mercer Allied, Goldman Sachs & Co. LLC, Affinity Bst Advisors, LLC and Massmutual Life Insurance Co. Currier has a Series 63 license, qualifying them as a securities representative, and is registered to advise clients in New York. Affinity Bst Advisors, LLC is a financial advisory business operating out of Latham, NY. It has $76 million in total assets between its 180 accounts, making it one of the smaller investment advisory firms in the nation by assets under management. Of its 180 customer accounts, 19% are held by high-net-worth clients who have greater than $1 million in assets available to invest. The company offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. A financial advisor's fee schedules typically vary depending on the financial services. However, fees charged by Affinity Bst Advisors, LLC likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Affinity Bst Advisors, LLC Brokerage Details
$75,957,575
7
180
$421,987
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
James Currier Work History
James has been registered as a financial advisor for 2 years.*
Affinity Bst Advisors, LLC
Massmutual Life Insurance Co
Goldman Sachs & Co. LLC
The Ayco Company, L.P./Mercer Allied
Cambridge Investment Research, Inc
Lincoln Financial Advisors Corporation
New York Business Development Corp
John Thomas Steak House
Chemung Canal Trust Co
Ithaca College
*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 Currier 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 Affinity Bst Advisors, LLC
Latham, NY
Latham, NY
Latham, NY
Latham, NY
Latham, NY
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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