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JS

James R. Sellon

MASECO PRIVATE WEALTH
LONDON, WC2R 0HS
Some features on this profile are disabled
CRD#: 5502102
JS

Professional summary

James Robert Dundas Sellon, who also goes by James Sellon, is a registered financial advisor currently at MASECO PRIVATE WEALTH .

James is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. James has worked at 1 firm .

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

James Sellon

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.
JUNE 2013 BOARD MEMBER OF PILOTAGE WEALTH MANAGEMENT & PILOTAGE PRIVATE ASSETS, LINTHESCHERGASSE 23, 1ST FLOOR,ZURICH, 8001, SWITZERLAND. HAVE INPUT INTO STRATEGIC DECISIONS ONLY.ZERO HOURS SPENT DURING TRADING HOURS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view James Robert Dundas Sellon'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

December 19, 2012 - Present

MASECO PRIVATE WEALTH

Office #1: Burleigh House 357 Strand, London, WC2R 0HS
RIA
CRD#: 147686
LONDON,
Past

October 21, 2010 - December 18, 2012

MASECO PRIVATE WEALTH

RIA
CRD#: 147686
LONDON,

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".
MP
MASECO PRIVATE WEALTH
MASECO FINANCIAL | MASECO PRIVATE WEALTH | MASECO LLP | MASECO INSTITUTIONAL

CRD#: 147686 / SEC#: 801-69385

RIA
Registered Investment Advisory firm - (8/18/2008 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
Texas
(12/19/2012)

Exams

Current Firm

MP
MASECO PRIVATE WEALTH
MASECO FINANCIAL | MASECO PRIVATE WEALTH | MASECO LLP | MASECO INSTITUTIONAL

CRD#: 147686 / SEC#: 801-69385

RIA
Registered Investment Advisory firm - (8/18/2008 Approved)
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Contact information

Main Address
The Kodak 11 Keeley Street, London, WC2B 4BA
Mailing Address
Phone number
+44 20 7043 0455
Established
Firm type
Fiscal year end
# of Employees
125

SEC notice filing (31 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

PART 2A ADV BROCHURE JULY 2025 (7/22/2025)

Regulatory assets under management

Total Number of Accounts4,554
AUM (Assets Under Management)$ 3,829,868,260

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

MASECO PRIVATE WEALTH

CRD#: 147686London, WC2R 0HS

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