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Wilmington Capital Securities, LLC

Headquartered in GARDEN CITY, NY

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Firm Information

Wilmington Capital Securities, LLC is a Limited Liability Company registered in New York in 2004. The firm provides financial planning and portfolio management for individuals and businesses. They also offer wrap fee programs. Wilmington Capital Securities, LLC is registered with the SEC and with 49 state regulators. They manage approximately $243 million in assets and serve a variety of clients, including high-net-worth individuals, corporations, and individuals other than high-net-worth.

Wilmington Capital Securities, LLC

600 OLD COUNTRY ROAD

GARDEN CITY, NY 11530

$243.01M

Assets Under Management

225

Total Clients

27

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (8)

WILMINGTON CAPITAL SECURITIES, LLC has a total of 8 branch locations across the country.
location

GARDEN CITY, NY

location

Bonita Springs, FL

location

Naples, FL

location

Lauderdale By The Sea, FL

location

Westbury, NY

location

New York, NY

location

East Hampton, NY

location

WASHINGTON, DC

Advisors at Wilmington Capital Securities, LLC

View All 27 Advisors
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John Mikes

GARDEN CITY, NY

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Michael Margolies

GARDEN CITY, NY

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Charles Matthew Hughes

Lauderdale By The Sea, FL

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Michael Eschrich

GARDEN CITY, NY

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Brian Astor Debeer

Lauderdale By The Sea, FL

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Stephanie Phillips

New York, NY

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John Charles Barnes

RA

Naples, FL

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Rodrigue Lors

Westbury, NY

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Disclosures

There is public disclosure for Wilmington Capital Securities, LLC. Review regulatory record here.

Frequently Asked Questions (13)

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