AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
JS

James J. Stclair

VIEWTRADE SECURITIES
Boca Raton, FL 33433
Some features on this profile are disabled
CRD#: 1550599
JS

Professional summary


James Joseph Stclair JR, who also goes by Jim Stclair, is a registered financial professional currently at VIEWTRADE SECURITIES, INC. located in Boca Raton, Florida.

James is registered as a RR (Registered Representative) and started their career in finance in 1986. James has worked at 6 firms and has passed the Series 63, Series 52TO, Series 79TO, Series 57TO, Series 99TO, SIE, Series 55, Series 7, Series 27, Series 53 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Jim Stclair

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - BD


Click below to view James Joseph Stclair JR's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

November 19, 1999 - Present

VIEWTRADE SECURITIES, INC.

Office #1: 7280 West Palmetto Park Road Suite 310, Boca Raton, FL 33433
BD
CRD#: 46987
Boca Raton, FL
Past

August 3, 2001 - December 21, 2005

VIEWTRADE FINANCIAL

BD
CRD#: 47116
BOCA RATON, FL
Past

June 3, 1996 - November 22, 1999

BARRON CHASE SECURITIES, INC.

BD
CRD#: 18969
BOCA RATON, FL
Past

July 10, 1992 - June 5, 1996

EURO-ATLANTIC SECURITIES INC.

BD
CRD#: 21367
BOCA RATON, FL
Past

January 2, 1987 - July 29, 1992

J. W. GANT & ASSOCIATES, INC.

BD
CRD#: 7963
Past

August 21, 1986 - January 2, 1987

MICHELIN AND COMPANY, INC.

BD
CRD#: 14447

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Florida
(11/22/1999)
RR
North Carolina
(12/8/2016)

Exams


State Security Law Exam
RR
Series 63
Date: 8/28/1986
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 52TO
Date: 1/2/2023
Municipal Securities Representative Examination
General Industry/Product Exam
RR
Series 79TO
Date: 1/2/2023
Investment Banking Registered Representative Examination
General Industry/Product Exam
RR
Series 57TO
Date: 1/2/2023
Securities Trader Exam
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
General Industry/Product Exam
RR
Series 55
Date: 8/13/1999
Limited Representative-Equity Trader Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
RR
Series 24
Date: 12/22/1988
General Securities Principal Examination
SRO Registrations
RR
Cboe BYX Exchange, Inc.
SRO Registrations
RR
Cboe BZX Exchange, Inc.
SRO Registrations
RR
Cboe EDGA Exchange, Inc.
SRO Registrations
RR
Cboe EDGX Exchange, Inc.
SRO Registrations
RR
FINRA
SRO Registrations
RR
NYSE Arca, Inc.
SRO Registrations
RR
Nasdaq Stock Market

Current Firm


VS
VIEWTRADE SECURITIES, INC.
VIEWTRADE SECURITIES LLC | VIEWTRADE SECURITIES, INC.

CRD#: 46987 / SEC#: , 8-51605

BD
Broker-Dealer Firm Regulated by FINRA (Florida district office)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information


Main Address
7280 W. Palmetto Park Rd. Suite 310, Boca Raton, FL 33433
Mailing Address
7280 W. Palmetto Park Rd. Suite 310, Boca Raton, FL 33433
Phone number
(561) 620-0306
Established
Delaware since 03/17/2000
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (52 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
VIEWTRADE HOLDING CORPORATIONSHAREHOLDER
DEIHL, MEGAN KOCZAKCHIEF FINANCIAL OFFICER2895988
FORD, MARK ALANCHIEF COMPLIANCE OFFICER1913958
PINHEIRO, DESIREE LEECHIEF OPERATIONS OFFICER4444808
ROSEN, STEVEN ALLENSROP1428637
STCLAIR, JAMES JOSEPH JRPRESIDENT1550599

Disclosures


Regulatory Event18
Arbitration1

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


VIEWTRADE SECURITIES, INC.

CRD#: 46987Boca Raton, FL 33433

TRUST BUT VERIFY

Monitor James Stclair

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Marshall Lee Rosen
Marshall RosenAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Fort Lauderdale, FL
Charles Andrew Fischer
Charles FischerAdvisorCheck Check Mark
RAYMOND JAMES & ASSOCIATES, INC.
IAR
RR
Boca Raton, FL
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics