Stuart GayCRD Number: 5782347
Current Firm: Wealthshield Partners, LLC
Stuart Gay (CRD# 5782347) is an Investment Advisor Representative working at Wealthshield Partners, LLC in Raleigh, NC and has over 12 years of experience in the finance industry.
Ae Wealth Management, LLC
Townsend Asset Management Corp.
Raymond James & Associates, Inc.
|Emerald Investment Partners, LLC||Cary, NC||Oct 2018 - Current||4|
|Chalice Capital Partners, LLC||San Diego, CA||Oct 2018 - Current||4|
|Mml Investors Services||Raleigh, NC||Sep 2013 - Oct 2018||5|
|Mass Mutual Life Insurance Company||Raleigh, NC||Aug 2013 - Oct 2018||5|
|Thompson Financial Group||Raleigh, NC||Apr 2011 - Aug 2013||2|
|New England Securities||Raleigh, NC||Apr 2011 - Aug 2013||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 2010|
|S65||NASAA Investment Advisors Law Examination||May 2016|
Total Assets Under Management914MILLIONS
Total Number of Accounts1,330ACCOUNTS
Average Account Value$686,873
- A percentage of assets under your management
- Hourly charges
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)
- 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)
AR, CA, CO, CT, DE, FL, GA, HI, IL, IN, KS, LA, MA, MD, ME, MI, NC, NE, NH, NJ, NY, OH, OR, PA, SC, TN, TX, VA, VI, VT, WA, WV
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