JM
JM

James Joseph Mcsweeney

36 Years of Experience
BrokerSells Insurance
Areas of Practice
Retirement PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
8 clients
Average Client Portfolio
$330K average
Assets Under Management
$2.6M

Fee Structure

Minimum Investment:None
Financial Planning:Investment management only
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Location

801 Cambridge Street, Cambridge, MA, 02141

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

James is the president of The CIP Group, an insurance agency and HR/benefit administration company, which is a full-time commitment. He also owns multiple real estate holding companies, Safehire Investigations (employment background checks), and is a licensed real estate agent, dedicating minimal time to each. Finally, James spends a few hours per week with Davinci Capital Management Inc, a broker dealer and registered investment advisor.

Employment History
Current Registrations
Cip Capital Management, LLC
January 2023 - Present · 3 yrs 1 mo
Davinci Capital Management INC.
December 2008 - Present · 17 yrs 2 mos
Davinci Capital Management, INC.Broker
October 2001 - Present · 24 yrs 4 mos
Davinci Capital Management, INC.
October 2001 - Present · 24 yrs 4 mos
Previous Registrations
1717 Capital Management CompanyBroker
August 1995 - October 2001 · 6 yrs 2 mos
Menocal & CO.Broker
March 1994 - January 1995 · 10 mos
Robert W. Baird & CO. IncorporatedBroker
April 1993 - June 1993 · 2 mos
Northwestern Mutual Investment Services, INC.Broker
November 1992 - June 1993 · 7 mos
Monarch Securities, INC.Broker
February 1987 - May 1992 · 5 yrs 3 mos
State Registrations9 states
CACTFLGAMAMENHNJRI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.