James Stuart Agostini
Investment adviser representative at Davinci Financial Designs
14 yearsExperience
2 statesRegistered in
CFP® certification, ChFC®Designations
$222.8MFirm 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
14 years in the industry.
- Davinci Financial Designs, LLCMay 2012 to now
- LPL Financial, LLCMay 2012 to now
Designations
- CFP® certification
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law1995
- Series 65 · Uniform Investment Adviser Law1999
State registrations
Registered as an investment adviser representative in 2 states (SC, TX).
Davinci Financial Designs
Legal name: Davinci Financial Designs LLC
$222.8MAssets managed
353Clients
5Advisers
11 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
- 2596320
- Firm CRD
- 163362