Harry Krigman, financial advisor Cary NC

Harry Krigman

CRD Number: 1210182
Current Firm: Wealthshield Partners, LLC

Harry Krigman (CRD# 1210182) is an Investment Advisor Representative working at Wealthshield Partners, LLC in Cary, NC and has over 35 years of experience in the finance industry.

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Company Name Location Dates Years
Wealthshield Partners LLC Portland, ME Dec 2021 - Current 2
Kovack Securities, Inc. Fort Lauderdale, FL Oct 2014 - Dec 2021 7
Harborview Advisors, LLC Portland, ME Sep 2014 - Dec 2021 7
Cantella & Company, Inc. Boston, MA Jan 2005 - Oct 2014 9
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1988
S66 NASAA Uniform Combined State Law Examination Jun 2002
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Harry M. Krigman
Phone Number: 919-948-4453
Registered State(s):
  • ME
By the Numbers
  • Total Assets Under Management
    918
    MILLIONS
  • Total Number of Accounts
    3,214
    ACCOUNTS
  • Average Account Value
    $285,592
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

CA, CT, FL, GA, HI, IL, KS, LA, MA, ME, NC, NE, NH, NJ, NY, OH, PA, SC, TN, TX, VA, WA, WI

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