James Alexander Bianchi
Investment adviser representative at Atlas Fiduciary Services, Inc.
21 yearsExperience
1 stateRegistered in
ChFC®Designation
$269.3MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
21 years in the industry.
- Atlas Fiduciary Services, Inc.Mar 2025 to now
- Liability Solutions, LLCJul 2022 to now
- Liability Risk Solutions, LLCNov 2021 to now
- Bca Financial GroupAug 2017 to now
- Bianchi Associates, Inc.Aug 2017 to now
- LPL Financial LLCAug 2017 to now
- Bbg Agency, LLCJul 2005 to now
- Bay Financial Advisors, Inc.Oct 2018 to Dec 2021
- The Patriot Financial GroupJun 2017 to Oct 2018
- Cadaret, Grant & Co., Inc.Jan 2013 to Aug 2017
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law1992
- Series 65 · Uniform Investment Adviser Law1999
State registrations
Registered as an investment adviser representative in 1 state (MA).
Atlas Fiduciary Services, Inc.
$269.3MAssets managed
132Clients
4Advisers
4 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2251563
- Firm CRD
- 321271