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Mark Stufano

Wilmington Capital Securities, LLC

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About Mark Stufano

Mark Stufano is a financial professional with over 35 years of experience in the industry. Mark is currently registered with Wilmington Capital Securities, LLC and specializes in providing financial planning and portfolio management services to individuals and corporations. Mark has a broad range of experience, having worked with several firms throughout his career. Mark is dedicated to helping clients achieve their financial goals.

Firm Information

Mark Stufano is currently registered with Wilmington Capital Securities, LLC. 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.

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Mark Stufano’s Registration & Firm History

NY

01/28/2022 - Present

Wilmington Capital Securities, LLC (Westbury NY)

NY

02/20/2008 - 01/31/2022

GLOBAL CREDIT PARTNERS, LLC (WESTBURY NY)

NY

03/17/2006 - 02/13/2008

BASIC INVESTORS INC. (WESTBURY NY)

NY

01/05/2006 - 03/20/2006

SCOTT & STRINGFELLOW, INC. (WESTBURY NY)

NJ

10/13/1999 - 01/13/2006

BERGEN CAPITAL, INC. (HASBROUCK HEIGHTS NJ)

NJ

06/29/1993 - 12/01/1999

GILMORE SECURITIES & CO. (FORT LEE NJ)

NA

05/18/1993 - 06/03/1993

GILMORE SECURITIES & CO.

TX

08/16/1989 - 06/03/1993

REDSTONE SECURITIES, INC. (DALLAS TX)

FL

10/27/1986 - 08/31/1989

ROBERT THOMAS SECURITIES, INC (ST. PETERSBURG FL)

NA

03/19/1986 - 11/05/1986

JOHN FRANKLIN & ASSOCIATES, INC.

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Licenses & Designations

BC

Issued 02/06/1987

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/15/1986

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Mark Stufano. Review regulatory record here.
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