James Robert dundas Sellon
Investment adviser representative at Maseco Private Wealth
18 yearsExperience
1 stateRegistered in
CFADesignation
$5BFirm 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.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
18 years in the industry.
- Maseco Private WealthJul 2008 to now
Designations
- CFA
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (NY).
Maseco Private Wealth
Legal name: Maseco LLP
$5BAssets managed
3,510Clients
6Advisers
18 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
- 5502102
- Firm CRD
- 147686