Henry
Bogert
Wellington Shields & Co., LLC
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About this Advisor
Henry Bogert is a financial advisor based in New York, New York, working with Wellington Shields & Co., LLC. Henry has previously held positions at Wellington Shields & Co., LLC and H. G. Wellington & Co., Inc. Henry has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Connecticut, New York, and Virginia. Currently, Henry is part of Wellington Shields & Co., LLC, which operates out of New York, New York. The firm has 2 offices and 24 employees. The firm manages assets totaling $408.7 million and serves high-net-worth clients. The services offered by the firm include portfolio management for individuals and small businesses. The fee structure at Wellington Shields & Co., LLC includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Wellington Shields & Co., LLC Brokerage Details
$408,723,807
24
493
$829,054
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
Henry Bogert Work History
Wellington Shields & Co., LLC
H. G. Wellington & Co., Inc
Disclosures
Please visit the SEC profile of Henry Bogert to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Wellington Shields & Co., LLC
New York, NY
Thomasville, GA
Thomasville, GA
Locust Valley, NY
New York, NY
Thomasville, GA
Shelburne Falls, MA
New York, NY
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