James Mcdonald Anthony
Investment adviser representative at Martha's Vineyard Investment Advisors, LLC
10 yearsExperience
1 stateRegistered in
$342.9MFirm assets
8 yearsFirm in business
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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
10 years in the industry.
- LPL FinancialFeb 2026 to now
- Martha's Vineyard Investment Advisors, LLCFeb 2018 to now
- Martha's Vineyard SvgsMay 2017 to now
- Ironworks Investments, Inc.Sep 2016 to Jan 2018
Exams passed
- Series 66 · Uniform Combined State Law2005
State registrations
Registered as an investment adviser representative in 1 state (MA).
Martha's Vineyard Investment Advisors, LLC
$342.9MAssets managed
371Clients
6Advisers
8 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
- 5029299
- Firm CRD
- 291599