Mackay Shields LLC

Mackay Shields LLC (CRD# 107717) is a financial advisory firm headquartered in New York, NY. They manage $98,236,896,335 in 315 accounts and serve the financial needs of clients across 52 states (or territories).

By the Numbers
  • Total Assets Under Management
    98,237
    MILLION
  • Total Number of Accounts
    315
    ACCOUNTS
  • Average Account Value
    $311,863,163
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

Financial Advisors at Mackay Shields LLC
Showing 1 - 6 of 6 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 36 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 14 years of experience in the finance industry.

3
Matthew S. Florio
CRD#: 6099165
1345 Avenue Of The Americas, 43rd Floor, New York, NY 10105
93
Wealthminder
score

Matthew Florio (CRD# 6099165) is an Investment Advisor Representative working at Mackay Shields LLC in New York, NY and has over 5 years of experience in the finance industry.

4
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 19 years of experience in the finance industry.

5
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 23 years of experience in the finance industry.

6
Bruno L. Machado
CRD#: 5085298
1345 Avenue Of The Americas, 43rd Floor, New York, NY 10105
93
Wealthminder
score

Bruno Machado (CRD# 5085298) is an Investment Advisor Representative working at Mackay Shields LLC in New York, NY and has over 11 years of experience in the finance industry.

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