Stuart
Gay
Wealthshield Partners, LLC
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About this Advisor
Stuart Gay is a financial advisor based in Raleigh, North Carolina, working with Wealthshield Partners, LLC. Stuart has previously held positions at Mass Mutual Life Insurance Company, Mml Investors Services, Emerald Investment Partners, LLC, and Chalice Capital Partners, LLC. Stuart has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Louisiana, North Carolina, and Texas. Currently, Stuart is part of Wealthshield Partners, LLC, which operates out of Raleigh, North Carolina. The firm has 5 offices and 22 employees. The firm manages assets totaling $917.9 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Wealthshield Partners, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Wealthshield Partners, LLC Brokerage Details
$917,891,719
22
3,214
$285,592
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Stuart Gay Work History
Emerald Investment Partners, LLC
Chalice Capital Partners, LLC
Mass Mutual Life Insurance Company
Mml Investors Services
Disclosures
Please visit the SEC profile of Stuart Gay 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 Wealthshield Partners, LLC
Greenville, SC
Cary, NC
Raleigh, NC
Cary, NC
Cary, NC
Cary, NC
Cary, NC
Raleigh, NC
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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