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James T. Shanley

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CRD#: 839313
JS

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

James Thomas Shanley was a registered financial professional .

James is a previously registered financial professional and started their career in finance in 1977. James had worked at 21 firms and has passed the Series 63, SIE, Series 55, Series 7, Series 53, Series 27, Series 24 and Series 4 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.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

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


Past

July 7, 2009 - July 9, 2018

AUGMENT SECURITIES INC.

BD
CRD#: 28373
NEW YORK, NY
Past

January 13, 2009 - March 28, 2014

TERRANOVA CAPITAL EQUITIES, INC

BD
CRD#: 45097
NEW YORK, NY
Past

July 22, 2008 - November 24, 2009

SEAPINE SECURITIES, LLC

BD
CRD#: 143463
OLD GREENWICH, CT
Past

December 5, 2007 - January 8, 2009

AUGMENT SECURITIES INC.

BD
CRD#: 28373
NEW YORK, NY
Past

April 29, 2004 - November 23, 2005

GARDEN STATE SECURITIES, INC.

BD
CRD#: 10083
RED BANK, NJ
Past

April 22, 2002 - October 12, 2005

JANSSEN PARTNERS, INC.

BD
CRD#: 43940
FAIRFIELD, IA
Past

January 25, 2002 - August 21, 2002

CLARK DODGE & CO., INC.

BD
CRD#: 23288
WHITE PLAINS, NY
Past

June 23, 1999 - April 26, 2000

FIRST PROVIDENCE FINANCIAL GROUP, LLC

BD
CRD#: 39469
PORT WASHINGTON, NY
Past

August 18, 1998 - June 22, 1999

CLARK DODGE & CO., INC.

BD
CRD#: 23288
WHITE PLAINS, NY
Past

August 8, 1995 - October 9, 1995

WINDSOR REYNOLDS SECURITIES, INC.

BD
CRD#: 6456
HONOLULU, HI
Past

January 20, 1995 - September 27, 1995

AUGMENT SECURITIES INC.

BD
CRD#: 28373
NEW YORK, NY
Past

May 10, 1994 - February 16, 1995

LT LAWRENCE & CO., INC.

BD
CRD#: 31956
NEW YORK, NY
Past

August 11, 1993 - March 31, 1994

LANCASTER LEEDS & CO., INC.

BD
CRD#: 2732
Past

March 19, 1993 - August 3, 1998

WALSH MANNING SECURITIES, LLC

BD
CRD#: 30826
Past

April 20, 1992 - February 2, 1993

LCP CAPITAL CORP.

BD
CRD#: 14469
STATEN ISLAND, NY
Past

February 16, 1990 - December 17, 1990

GLOBAL AMERICA INCORPORATED

BD
CRD#: 23000
Past

January 12, 1988 - November 14, 1988

GREENTREE SECURITIES CORP.

BD
CRD#: 7372
Past

December 16, 1987 - April 11, 1989

INVESTEXAS FINANCIAL SERVICES, INC.

BD
CRD#: 16625
Past

April 30, 1986 - February 3, 1988

BROOKS WEINGER ROBBINS & LEEDS INC.

BD
CRD#: 14156
Past

February 25, 1985 - April 9, 1986

KUHNS BROTHERS & LAIDLAW, INC.

BD
CRD#: 1481
Past

November 7, 1983 - October 13, 1984

VOSS & CO., INC.

BD
CRD#: 6405
Past

September 29, 1979 - November 18, 1985

MOSELEY SECURITIES CORPORATION

BD
CRD#: 7908
Past

December 12, 1978 - October 4, 1983

SECURITIES SETTLEMENT CORPORATION

BD
CRD#: 7129
Past

July 1, 1977 - August 29, 1979

THOMSON MCKINNON SECURITIES INC.

BD
CRD#: 829

State Registrations and Notice Filings


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

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 4/23/1984
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
RR
Series 55
Date: 9/18/1998
Limited Representative-Equity Trader Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam

Current Firm


AS
AUGMENT SECURITIES INC.
AUGMENT SECURITIES INC. | ST. JAMES SECURITIES INCORPORATED | SPENCER TRASK VENTURES, INC. | SPENCER TRASK SECURITIES INCORPORATED

CRD#: 28373 / SEC#: , 8-43665

BD
Terminated by SEC on 06/26/2018
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Contact information


Main Address
Mailing Address
Phone number
Established
Delaware since 03/11/1991
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
SPENCER TRASK & CO.SHAREHOLDER
COHEN, EDWARD BARRYFINOP1029283
SHANLEY, JAMES THOMASPRESIDENT & CHIEF COMPLIANCE OFFICER839313
SOLER, LYDIA MVICE PRESIDENT1602404

Disclosures


Regulatory Event4
Arbitration2

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


AUGMENT SECURITIES INC.

CRD#: 28373

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