Oppenheimer & Co.
44yrs
Top advisor by experience in Southbury
3yrs
James Atkinson is a fiduciary financial advisor in Southbury, Connecticut, with 3 years in the industry. James joined Merrill in 2024, a firm offering investment management, retirement plan consulting, and selecting outside investment managers. The firm is paid through a percentage of assets, flat fees, and commissions.
One of 72 advisors with offices in Southbury, and one of 71 fiduciaries.
At a glance
Experience3 years (since 2024)
How that compares ?3 years in the industry
Office108 Main St N, Southbury, CT 06488
FirmMerrill
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$860,085
Advisors at the firm25,559
States licensed ?1 state
Services through Merrill
Investment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2024 – nowMerrillCurrent firm
Contact James
(800) 637-7455Firm headquarters in New York, NY. Ask for James. 108 Main St NSouthbury, CT 06488Office · Get directions
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Questions to ask James
Tailored to James’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- At a firm this size, will I work with you directly or with a service team?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About James
How do I contact James?
Call Merrill at (800) 637-7455 and ask for James Atkinson. James works from the Southbury, CT office.
How long has James been a financial advisor?
James has been in the industry since 2024, about 3 years. 3 years in the industry.
What licenses does James hold?
Series 66. Tap any license on this page to see what it allows.
Is James a fiduciary?
James is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is James paid?
Merrill reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask James for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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