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JC

James Camarda

STAR MOUNTAIN ADVISORS
Tampa, FL 33602
Some features on this profile are disabled
CRD#: 4979212
JC

Professional summary


James Camarda is a registered financial professional currently at STAR MOUNTAIN ADVISORS, LLC located in Tampa, Florida.

James is registered as a RR (Registered Representative) and started their career in finance in 2005. James has worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

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.
I*409589 For profit or not for profit: Entity For Profit Name of outside business organization: Alma Artisan LLC Investment related: N Address of business: Atlanta, Georgia, 30350 Nature of business: ["Limited Liability Company"] Position, title, association: ["Owner"], Start date of relationship: 4/1/2021 Number of hours devoted: 3 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: , My wife is looking to start an online retail business.

Blog Corner


CRS (Client Relationship Summary) - BD


Click below to view James Camarda's 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

July 12, 2024 - Present

STAR MOUNTAIN ADVISORS, LLC

Office #1: 101 East Kennedy Blvd Suite 3350, Tampa, FL 33602
BD
CRD#: 153505
Tampa, FL
Past

October 4, 2005 - July 1, 2024

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
ATLANTA, GA
Past

September 9, 2005 - July 1, 2024

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
ATLANTA, GA

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
California
(7/12/2024)
RR
Colorado
(7/12/2024)
RR
Connecticut
(7/12/2024)
RR
Delaware
(7/12/2024)
RR
Florida
(7/12/2024)
RR
Illinois
(7/12/2024)
RR
Maryland
(7/12/2024)
RR
New Jersey
(7/12/2024)
RR
New York
(7/12/2024)
RR
North Carolina
(7/12/2024)
RR
Ohio
(7/12/2024)
RR
Pennsylvania
(7/12/2024)
RR
Texas
(7/12/2024)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 9/30/2005
Uniform Combined State Law Examination
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


SM
STAR MOUNTAIN ADVISORS, LLC
CADWYN POINT PARTNERS LLC | STAR MOUNTAIN ADVISORS, LLC

CRD#: 153505 / SEC#: , 8-68541

BD
Broker-Dealer Firm Regulated by FINRA (New York district office)
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Contact information


Main Address
2 Grand Central Tower 140 East 45th Street 30th Floor, Suite 30a, New York, NY, 10017
Mailing Address
2 Grand Central Tower 140 East 5th Street 30th Floor, Suite 30a, New York, NY, 10017
Phone number
(646) 787-0257
Established
Delaware since 10/12/2015
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (13 States and Territories)


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

Documents


Direct owners and executive officers


NamePositionCRD#
STAR MOUNTAIN HOLDINGS, LPOWNER OF STAR MOUNTAIN ADVISORS LLC
BACH, KRISTINAFINOP/CFO4281682
ERICSON, AUSTIN SHAWNCCO7658879
POLIS, JOHN WILLIAMPRESIDENT/CEO5130204

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


STAR MOUNTAIN ADVISORS, LLC

CRD#: 153505Tampa, FL 33602

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