James Mckaveney
Advisor at Morgan Stanley
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Morgan Stanley
Location
St. Petersburg, FL 33701
Credentials
Series 63, Series 65
Industry experience
38 years
Client services
Based on Morgan Stanley
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Educational seminars or workshops
Asset allocation advice
Location
150 Second Avenue North, Suite 1400
St. Petersburg, FL 33701
Most active in
James M has reported serving >5 clients in these states in the last 12 months.
Florida · North Carolina · Texas
Work history
Morgan Stanley Private Bank, N.A
2022 - Present (4 years)
Morgan Stanley Smith Barney LlC
2022 - Present (4 years)
UBS Financial Services
2008 - 2022 (14 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
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Caliber Wealth Advisory
Tom LeClaire is the Principal and a Senior Wealth Manager at Caliber Wealth Advisory based in Tampa, FL. Tom holds the CERTIFIED FINANCIAL PLANNER™ designation and graduated from Stetson University with a Master of Business Administration and a Bachelor’s degree in Political Science. Prior to starting Caliber Wealth Advisory, Tom worked for Charles Schwab & Company for ten years, primarily as a Financial Consultant, where he developed and maintained client relationships focusing on financial planning, investment analysis, and portfolio management. In addition to leading a team of qualified professionals, his core responsibilities at Caliber Wealth Advisory include wealth management covering financial planning, strategic investment management, and client education. Since 1994, Tom has served in the Army Guard, deployed overseas three times, and currently works with the 50th Regional Support Group in Homestead, FL. Tom was born and raised in Central Florida and resides in Tampa. He is the proud husband of his wife, Michelle, and he spends his free time with her, raising their newborn daughter.
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