James
Scanlon

Riskbridge Advisors, LLC

CRD#2839221
Investment Advisor
in Norwalk, CT

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About this Advisor

James Scanlon is a financial advisor based in Norwalk, Connecticut, working with Riskbridge Advisors, LLC. James has previously worked at Gabelli & Company, Inc, Gamco Asset Management Inc, Gabelli Funds Distributor, LLC, Rx2Live, Lear Investment Management, and Riskbridge Advisors, LLC. James has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Connecticut. Currently, James is part of Riskbridge Advisors, LLC, which operates out of Norwalk, Connecticut. The firm has 4 offices and 15 employees. Riskbridge Advisors, LLC manages assets totaling $833.8 million and serves both charitable organizations and high-net-worth clients. The firm offers services including financial planning, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, and publication of newsletters. The fee structure at Riskbridge Advisors, LLC includes asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers, Publication of periodicals or newsletters

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

401 Merritt 7 Ph
Norwalk, CT 06851

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Riskbridge Advisors, LLC Brokerage Details

Total Assets Under Management

$833,821,631

CT Average: $5,297,377,271
Total Number of Employees

15

CT Average: 35
Total Number of Accounts

205

CT Average: 690
Average Account Size

$4,067,423

CT Average: $7,677,358

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Publication of periodicals or newsletters

James Scanlon Work History

2024 - Present (1 year)

Riskbridge Advisors, LLC

2020 - 2024 (4 years)

Lear Investment Management

2019 - 2020 (1 year)

Rx2Live

2010 - 2019 (9 years)

Gabelli Funds Distributor, LLC

2006 - 2019 (13 years)

Gabelli & Company, Inc

2006 - 2019 (13 years)

Gamco Asset Management Inc

Disclosures

Please visit the SEC profile of James Scanlon to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Riskbridge Advisors, LLC

William Kennedy
Norwalk, CT
Esme Miano
Norwalk, CT
Craig Pfeiffer
Norwalk, CT
Joshua Kaufman
Norwalk, CT
Clay Skurdal
Norwalk, CT
James Scanlon
Norwalk, CT

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