James Matthew Sutton
Investment adviser representative at Echo45 Advisors LLC
11 yearsExperience
1 stateRegistered in
$227.4MFirm assets
6 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
- Pension consulting
Experience
11 years in the industry.
- Echo45 Advisors LLCAug 2020 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedApr 2017 to Aug 2020
- Morgan StanleySep 2015 to Apr 2017
Exams passed
- Series 66 · Uniform Combined State Law2013
State registrations
Registered as an investment adviser representative in 1 state (CA).
Echo45 Advisors LLC
$227.4MAssets managed
201Clients
6Advisers
6 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
- 5654862
- Firm CRD
- 307265