James Douglas Roberge
Investment adviser representative at Staley Capital Advisers Inc
30 yearsExperience
1 stateRegistered in
CFADesignation
$3.1BFirm 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
30 years in the industry.
- Staley Capital Advisers, Inc.Dec 1996 to now
Designations
- CFA
Exams passed
- Series 65 · Uniform Investment Adviser Law1992
State registrations
Registered as an investment adviser representative in 1 state (PA).
Staley Capital Advisers Inc
$3.1BAssets managed
448Clients
11Advisers
30 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
- 2268843
- Firm CRD
- 107118