Mackay Shields LLC

Mackay Shields LLC (CRD# 107717) is a financial advisory firm headquartered in New York, NY. They manage $89,697,641,408 in 322 accounts and serve the financial needs of clients across 50 states (or territories).

By the Numbers
  • Total Assets Under Management
    89,698
    MILLION
  • Total Number of Accounts
    322
    ACCOUNTS
  • Average Account Value
    $278,564,104
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

Financial Advisors at Mackay Shields LLC
Showing 1 - 4 of 4 top financial advisors.
1
Jeffrey D. Anderson
CRD#: 1007686
1345 Avenue Of The Americas, 43rd Floor, New York, NY 10105
96
Wealthminder
score

Jeffrey Anderson (CRD# 1007686) is an Investment Advisor Representative working at Mackay Shields LLC in New York, NY and has over 35 years of experience in the finance industry.

2
Rene A. Bustamante
CRD#: 4706409
1345 Avenue Of The Americas, 43rd Floor, New York, NY 10105
93
Wealthminder
score

Rene Bustamante (CRD# 4706409) is an Investment Advisor Representative working at Mackay Shields LLC in New York, NY and has over 12 years of experience in the finance industry.

3
Beth S. Griper
CRD#: 3158755
1345 Avenue Of The Americas, 43rd Floor, New York, NY 10105
93
Wealthminder
score

Beth Griper (CRD# 3158755) is an Investment Advisor Representative working at Mackay Shields LLC in New York, NY and has over 17 years of experience in the finance industry.

4
Kirk C. Kashevaroff
CRD#: 2304202
9 West 57th Street, New York, NY 10019
93
Wealthminder
score

Kirk Kashevaroff (CRD# 2304202) is an Investment Advisor Representative working at Mackay Shields LLC in New York, NY and has over 22 years of experience in the finance industry.

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