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James Robert Dundas Sellon

MASECO PRIVATE WEALTH
LONDON,
·CRD# 5502102·16 years experience

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.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

James Sellon

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

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Years of Experience

16 years in the financial services industry

Current & Past Employments

MASECO PRIVATE WEALTH·CRD# 147686
RIA
The Kodak 11 Keeley Street, London, WC2B 4BA
December 19, 2012 - Present
MASECO PRIVATE WEALTH·CRD# 147686
RIA
London
October 21, 2010 - December 18, 2012

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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 - SEC (8/18/2008 Approved)

Contact Information

Main Address

The Kodak 11 Keeley Street, London, WC2B 4BA

Phone Number

+44 20 7043 0455

# of Employees

129

SEC notice filing (53 States and Territories)

Registered to provide investment advisory services in 53 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

PART 2A ADV BROCHURE JULY 2026 (7/31/2026)

Regulatory Assets Under Management

Total Number of Accounts

5,421

AUM (Assets Under Management)

$4,957,724,955

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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.

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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 - SEC (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.
IAR
New York
(11/10/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

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CRS (Client Relationship Summary) - RIA

Click below to view James Robert Dundas Sellon's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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