Jameson Neseralla
Professional Summary
Jameson Neseralla, who also goes by Jameson Nasarella, is a registered financial advisor currently at CCA CAPITAL LLC located in Boston, Massachusetts. Jameson is registered as a RR (Registered Representative) and started their career in finance in 2015. Jameson has worked at 2 firms and has passed the Series 63, SIE, Series 7 and Series 79 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Jameson Neseralla, Jameson Nasarella
Similar Advisors
LPL FINANCIAL LLC
AMERIPRISE FINANCIAL SERVICES, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
STATE STREET GLOBAL ADVISORS FUNDS DISTRIBUTORS, LLC
Videos & Posts
This advisor has not added any videos or posts yet.
Similar Advisors
LPL FINANCIAL LLC
AMERIPRISE FINANCIAL SERVICES, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
STATE STREET GLOBAL ADVISORS FUNDS DISTRIBUTORS, LLC
Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
Similar Advisors
LPL FINANCIAL LLC
AMERIPRISE FINANCIAL SERVICES, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
STATE STREET GLOBAL ADVISORS FUNDS DISTRIBUTORS, LLC
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.
Similar Advisors
LPL FINANCIAL LLC
AMERIPRISE FINANCIAL SERVICES, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
STATE STREET GLOBAL ADVISORS FUNDS DISTRIBUTORS, LLC
Years of Experience
11 years registered in the securities industry
Current & Past Employments
Current
Past
Similar Advisors
LPL FINANCIAL LLC
AMERIPRISE FINANCIAL SERVICES, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
STATE STREET GLOBAL ADVISORS FUNDS DISTRIBUTORS, LLC
Current Firm
CCA CAPITAL LLC | CPGLB CAPITAL LLC
Contact Information
Main Address
One Boston Place 201 Washington St., Suite 3825, Boston, MA, 02108Mailing Address
One Boston Place 201 Washington St., Suite 3825, Boston, MA, 02108Phone Number
(617) 570-2300Established
Delaware since 06/25/2010Firm Type
Limited Liability CompanyFiscal Year End
DecemberFirm Size
SmallFINRA licenses (27 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Documents
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| CCA GROUP, LLC | SOLE MEMBER | — |
| PASQUALINI, MARTIN J | PRINCIPAL/DIRECTOR / VP | — |
| STAHLE, JAMES RICHARD | CEO / CCO / DIR./PRINCIPAL | — |
| WILSON, ROBERT (NMN) | CHIEF FINANCIAL OFFICER/FINOP | 6465354 |
Similar Advisors
LPL FINANCIAL LLC
AMERIPRISE FINANCIAL SERVICES, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
STATE STREET GLOBAL ADVISORS FUNDS DISTRIBUTORS, LLC
Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
Similar Advisors
LPL FINANCIAL LLC
AMERIPRISE FINANCIAL SERVICES, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
STATE STREET GLOBAL ADVISORS FUNDS DISTRIBUTORS, LLC
State Registrations and Notice Filings
(4/4/2017)
(4/4/2017)
(4/4/2017)
(4/4/2017)
(4/4/2017)
(4/4/2017)
(4/4/2017)
(4/4/2017)
(4/4/2017)
(4/4/2017)
(4/4/2017)
(4/4/2017)
(4/4/2017)
(4/4/2017)
(4/4/2017)
(4/4/2017)
(4/5/2017)
(4/4/2017)
(4/4/2017)
(4/4/2017)
(4/4/2017)
(4/4/2017)
(4/4/2017)
(4/4/2017)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 79 — Investment Banking Registered Representative Examination
Passed Aug 2015About the Series 79 examSRO Registrations
Similar Advisors
LPL FINANCIAL LLC
AMERIPRISE FINANCIAL SERVICES, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
STATE STREET GLOBAL ADVISORS FUNDS DISTRIBUTORS, LLC
CRS (Client Relationship Summary) - BD
Click below to view Jameson Neseralla's CRS (Customer Relationship Summary).
Similar Advisors
LPL FINANCIAL LLC
AMERIPRISE FINANCIAL SERVICES, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
STATE STREET GLOBAL ADVISORS FUNDS DISTRIBUTORS, LLC