James Andrew Laite

Employer firm

Cadence Wealth Management LLC CRD 155080

$448M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2010 → Present
  Cadence Wealth Mgmt
  Westborough, MA
• 10/2010 → Present
  Purshe Kaplan Sterling Investments
  Albany, NY
• 01/2023 → Present
  Wachusett Mountain Ski Area
  Princeton, MA

Previous Registrations

• 2006-11-29 → 2007-10-05
  Ameriprise Financial Services, Llc
  Holyoke, MA
  Westborough, MA

Other Businesses

1. MR. LAITE IS ALSO A REGISTERED REPRESENTATIVE AT PURSHE KAPLAN STERLING INVESTMENTS SINCE 10/2010. 2. TOWN OF LANCASTER COMMISSIONOR, 695 MAIN STR, LANCASTER MA 01523, BOARD OF PUBLIC WORKS, 05/10/11, 4HRS PER MONTH, DECISION MAKING, POLICY MAKING FOR THE HIGHWAY DEPT. TREE & CEMETARY DEPT, WATER DEPT. 3. WACHUSETT MOUNTAIN SKI AREA - NOT INVESTMENT RELATED - 499 MOUNTAIN ROAD, PRINCETON, MA 01541,US - SALES, RENTAL, REPAIR - APPROX. 32 HOURS PER MONTH - MR. LAITE ASSISTS WITH SKI EQUIPMENT SALES, RENTAL AND MAINTENANCE DURING THE WINTER SEASON (JANUARY-MARCH) EVERY YEAR.

Exams

• S66 Uniform Combined State Law Examination
  2003-08-08