James Christopher Landry
Investment adviser representative at Pallas Capital Advisors, LLC
25 yearsExperience
1 stateRegistered in
ChFC®Designation
$4.3BFirm 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
- Pension consulting
Experience
25 years in the industry.
- Purshe Kaplan Sterling InvestmentsAug 2023 to now
- Pallas Capital Advisors, LLCNov 2020 to now
- Triad Advisors LLCJul 2019 to Jun 2023
- Gwm Advisors, LLCJul 2019 to Nov 2020
- Lincoln Financial Advisors CorporationSep 2001 to Jul 2019
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
- Series 65 · Uniform Investment Adviser Law1999
- Series 66 · Uniform Combined State Law2002
State registrations
Registered as an investment adviser representative in 1 state (MA).
Pallas Capital Advisors, LLC
$4.3BAssets managed
1,221Clients
28Advisers
5 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
- 2918964
- Firm CRD
- 310327