James Mcdonald Anthony

Employer firm

Martha's Vineyard Investment Advisors, LLC CRD 291599

$343M regulatory AUM

Reported services (Item 5G)

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

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

Current Employers

Martha'S Vineyard Investment Advisors, Llc

496 State Rd, West Tisbury, MA 02575 • United States

Current Registrations

Authority	Category	Status	Date
MA	RA	APPROVED	2018-02-12

MA RA
APPROVED

Since 2018-02-12

Branch Locations

496 State Rd, West Tisbury, MA 02575 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Martha'S Vineyard Svgs	West Tisbury	MA	05/2017	Present
Ironworks Investments, Inc.	Annapolis	MD	09/2016	01/2018
Lpl Financial	West Tisbury	MA	02/2026	Present

05/2017 → Present

Martha'S Vineyard Svgs

West Tisbury, MA
09/2016 → 01/2018

Ironworks Investments, Inc.

Annapolis, MD
02/2026 → Present

Lpl Financial

West Tisbury, MA

Previous Registrations

2014-01-21 → 2014-07-11

Cetera Investment Advisers Llc

Chestertown, MD
2005-09-29 → 2014-01-21

Cetera Investment Services Llc

Chestertown, MD

Chestertown, MD

Other Businesses

1. 4/2026 - MARTHA'S VINEYARD SVGS - Financial Institution Duty - INV REL - 160 Hour(s)/Month - 130 Hour(s) During Trading - Edgartown MA 02539 - OBA Start date: 04/12/2017 2. Investment products and services are offered through LPL Financial LLC using the DBA/trade nameMartha's Vineyard Investment Advisors - Inv Rel - At Reported Business Location (s) - Start Date: 4/2026

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2005-09-13

S66 Uniform Combined State Law Examination

2005-09-13

View on SEC IAPD