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

James A. Duronio

WILLIAM MACK & ASSOCIATES
Longwood, FL
Some features on this profile are disabled
CRD#: 2424172
JD

Professional summary


James Angelo Duronio, AIF®, CIMA®, who also goes by Jim Duronio, is a registered financial advisor currently at WILLIAM MACK & ASSOCIATES INC located in Longwood, Florida and COVENANT CAPITAL ADVISORS, LLC located in Davenport, Florida.

James is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. James has worked at 6 firms and has passed the Series 65, Series 63 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Jim Duronio

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.
Duronio Construction, LLC: 3/2016-Present. Lake Orion, MI. This LLC is not actively doing business and offers no services to the public. James Duronio is primarily immersed in his activities with CCA. Mr. Duronio is also dually registered as an investment adviser representative of William Mack & Associates, Inc. in order to provide this unaffiliated registered investment adviser with investment consulting and analysis, consultation and back-office support services. The two practices are separate and distinct, do not share supervised staff, and do not operate from the same business location. The time spent on this activity may vary throughout the year but at times may involve up to 50% of Mr. Duronio's time.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view James Angelo Duronio'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®
AIF®

Experience


Current

August 28, 2019 - Present

WILLIAM MACK & ASSOCIATES INC

RIA
CRD#: 107377
Longwood, FL
Current

February 14, 2020 - Present

COVENANT CAPITAL ADVISORS, LLC

RIA
CRD#: 305838
Davenport, FL
Past

March 25, 2019 - October 30, 2019

LAMCO ADVISORY SERVICES INC.

RIA
CRD#: 111727
LAKE MARY, FL
Past

February 24, 2015 - September 19, 2018

LJPR FINANCIAL ADVISORS

RIA
CRD#: 105895
TROY, MI
Past

March 5, 2013 - September 18, 2013

RAYMOND JAMES FINANCIAL SERVICES, INC.

BD
CRD#: 6694
FLINT, MI
Past

August 25, 2010 - March 18, 2013

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
GROSSE POINTE, MI

Primary Firm SEC Registration


This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
WM
WILLIAM MACK & ASSOCIATES INC
MACK WILLIAM & ASSOCIATES INC | WILLIAM MACK & ASSOCIATES INC

CRD#: 107377 / SEC#: 801-42259

RIA
Registered Investment Advisory firm - (9/3/1992 Approved)

State Registrations and Notice Filings


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

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Florida
(8/28/2019)
IAR
Michigan
(11/9/2020)

Exams


State Security Law Exam
IAR
Series 65
Date: 2/23/2015
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam

Current Firm


WM
WILLIAM MACK & ASSOCIATES INC
MACK WILLIAM & ASSOCIATES INC | WILLIAM MACK & ASSOCIATES INC

CRD#: 107377 / SEC#: 801-42259

RIA
Registered Investment Advisory firm - (9/3/1992 Approved)
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
1301 W. Long Lake Rd., Suite 115, Troy, MI 48098
Mailing Address
Phone number
(248) 643-4310
Established
Firm type
Fiscal year end
# of Employees
22

SEC notice filing (14 States and Territories)


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

Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

WMA ADV 2A BROCHURE (7/22/2025)

Regulatory assets under management


Total Number of Accounts983
AUM (Assets Under Management)$ 820,394,535

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


WILLIAM MACK & ASSOCIATES INC

CRD#: 107377Longwood, FL

TRUST BUT VERIFY

Monitor James Duronio

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

Similar Advisors


Stephen Albert Zahka
Stephen ZahkaAdvisorCheck Check Mark
EDWARD JONES
IAR
RR
Marlborough, MA
Marshall Lee Rosen
Marshall RosenAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Fort Lauderdale, FL
Frank Horace Moore III
Frank MooreAdvisorCheck Check Mark
UBS FINANCIAL SERVICES INC.
IAR
RR
Greenwich, CT
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