James
Fahey
Wellington Shields & Co., LLC
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About this Advisor
James Fahey is a financial advisor based in Locust Valley, New York, working with Wellington Shields & Co., LLC. James has previously held positions at Oppenheimer & Co. Inc and Wellington Shields & Co. James has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in New Jersey. Currently, James is part of Wellington Shields & Co., LLC, which operates out of Locust Valley, 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
James Fahey Work History
Wellington Shields & Co
Oppenheimer & Co. Inc
Disclosures
Please visit the SEC profile of James Fahey 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
Thomasville, GA
New York, NY
Locust Valley, NY
Thomasville, GA
New York, NY
Shelburne Falls, MA
New York, NY
Thomasville, GA
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