Saturday, October 24, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
4K Social Security Database Cleanup Corrects 50 Million RecordsRB Schwab trumpeted Anthropic's Claude for all 16,000 of its RIAs, but a 20-seat enterprise minimum suddenly sidelines 11,000-plus small firms -- right before IMPACT 2026FP Do smaller RIAs really need to own their data?RB Bank of America analyst 'double' slams Ameriprise not least because RIA 'structural' advantage triggered proactive in-house retention bonuses that take a bite out of margins and may not retain big teams long-termIN Trump to ease 50% Canada tariffs on farm equipment, packaging goodsWM The New Rules of Record Keeper SelectionWM SEC Examiners' 2027 Focus Includes Firms' Protections Against AI Phishing, DeepfakesIN People moves: RBC taps Raymond James veteran for Texas complexWM Lido CEO Signals Openness to International Expansion4K SEC Targets Private Markets, AI and Fiduciary Risks Among 2027 Exam Priorities

Financial ADVSR advisor directory · SEC adviser records

St. James Investment Advisors, LLC financial advisors in Port Jefferson, NY

Every SEC-registered investment adviser representative at a St. James Investment Advisors, LLC office in Port Jefferson, A to Z.

The short answer

3 registered advisors work at St. James Investment Advisors, LLC in Port Jefferson, out of 3 at the firm nationwide; it ranks number 8 in the city by advisors. 0 list the CFP designation and 0 are also registered broker representatives.

St. James Investment Advisors, LLC advisors in Port Jefferson, A to Z

Every St. James Investment Advisors, LLC advisor →

St. James Investment Advisors, LLC advisors in every city and state →St. James Investment Advisors, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →

Other firms in Port Jefferson

All Port Jefferson advisors →

Kestra Advisory Services, LLC 14Wells Fargo Clearing Services, LLC 14Citigroup Global Markets Inc. 8Morgan Stanley 8LPL Financial LLC 4Cetera Investment Advisers LLC 3Edward Jones 3

Questions

How many financial advisors does St. James Investment Advisors, LLC have in Port Jefferson?

3 investment adviser representatives are registered at St. James Investment Advisors, LLC offices in Port Jefferson, New York, according to the SEC's Investment Adviser Public Disclosure records, out of 3 nationwide. 0 list the CFP designation and 0 are also registered as broker representatives.

Is St. James Investment Advisors, LLC one of the largest advisor employers in Port Jefferson?

St. James Investment Advisors, LLC ranks number 8 in Port Jefferson by registered advisors; Kestra Advisory Services, LLC has the most, with 14.

How do I check a St. James Investment Advisors, LLC advisor in Port Jefferson?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the St. James Investment Advisors, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.