Wealthshield Partners, LLC

Wealthshield Partners, LLC (CRD# 169584) is a financial advisory firm headquartered in Cary, NC. They manage $913,541,231 in 1,330 accounts and serve the financial needs of clients across 32 states (or territories).

By the Numbers
  • Total Assets Under Management
    914
    MILLION
  • Total Number of Accounts
    1,330
    ACCOUNTS
  • Average Account Value
    $686,873
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Subscription fees (for a newsletter or periodical)
  • 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)
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.

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

Financial Advisors at Wealthshield Partners, LLC
Showing 11 - 16 of 16 top financial advisors.
11
Scott J. Lord
CRD#: 2514101
1511 Sunday Drive Suite 214, Raleigh, NC 27607

Scott Lord (CRD# 2514101) is an Investment Advisor Representative working at Wealthshield Partners, LLC in Raleigh, NC and has over 27 years of experience in the finance industry. Scott Lord has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

12
Robert P. Marronaro
CRD#: 1431879
Princeton Forrestal Village, 116 Village Blvd., Suite 200, Princeton, NJ 08540

Robert Marronaro (CRD# 1431879) is an Investment Advisor Representative working at Wealthshield Partners, LLC in Princeton, NJ and has over 20 years of experience in the finance industry. Robert Marronaro has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

13
Paul Richards
CRD#: 4552309
1225 Crescent Green, Suite 100, Cary, NC 27518

Paul Richards (CRD# 4552309) is an Investment Advisor Representative working at Wealthshield Partners, LLC in Cary, NC and has over 10 years of experience in the finance industry. Paul Richards has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

14
Daryl T. Stong
CRD#: 3162995
One City Center, 8th Floor, Portlandmaine, ME 04101

Daryl Stong (CRD# 3162995) is an Investment Advisor Representative working at Wealthshield Partners, LLC in Portlandmaine, ME and has over 23 years of experience in the finance industry.

15
William R. Todd
CRD#: 2293194
One City Center, 8th Floor, Portland, ME 04101

William Todd (CRD# 2293194) is an Investment Advisor Representative working at Wealthshield Partners, LLC in Portland, ME and has over 22 years of experience in the finance industry.

16
Timothy O. Urie
CRD#: 3175221
Chatham, NJ

Timothy Urie (CRD# 3175221) is an Investment Advisor Representative working at Wealthshield Partners, LLC in Chatham, NJ and has over 23 years of experience in the finance industry.

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