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JM

James McDonald Anthony

Investment Adviser Representative at MARTHA'S VINEYARD INVESTMENT ADVISORS, LLC

West Tisbury, MACRD #5029299Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
17 yrs
States Registered
1 states
Exams Passed
3

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

James Mcdonald Anthony has worked in the securities industry since 2009. They are registered to provide investment advisory services in Massachusetts.

Registrations & licenses

Registration type
Dual-registered
Registered in 1 states
Massachusetts
Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 9/13/2005
SIE
Securities Industry Essentials Examination
Passed 5/11/2026
Series 7
General Securities Representative Examination
Passed 9/27/2005

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Source

Martha's Vineyard Investment Advisors, LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

MARTHA'S VINEYARD INVESTMENT ADVISORS, LLCCurrent
2/12/2018West Tisbury, MA
CETERA INVESTMENT ADVISERS LLC
1/21/20147/11/2014Chestertown, MD
CETERA INVESTMENT SERVICES LLC
9/29/20051/21/2014Chestertown, MD

Official records & sources

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. James McDonald Anthony has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

James McDonald Anthony - Financial Advisor in West Tisbury, MA | AdvisorFinder