James Vincent Perrello
Investment adviser representative at Lancaster
10 yearsExperience
2 statesRegistered in
$8.6MFirm assets
Under 1 yearFirm in business
Are you James Vincent Perrello? Claim your profile
Contact this firm
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
10 years in the industry.
- LancasterJul 2026 to now
- Lancaster Labs, LLCOct 2025 to now
- Lancaster Systematic, Inc.Sep 2023 to now
- Not EmployedMar 2023 to Sep 2023
- Lancaster Partners, LLCAug 2022 to Feb 2023
- Not EmployedMar 2020 to Jul 2022
- Wolverine TradingApr 2016 to Mar 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law1994
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 2 states (NJ, TX).
Lancaster
Legal name: Lancaster Labs, LLC
$8.6MAssets managed
25Clients
3Advisers
Under 1 yearIn 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
- 2527725
- Firm CRD
- 339389