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Matthew C Courchesne

Wilmington Capital Securities, LLC

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About Matthew C Courchesne

Matthew Courchesne is a financial advisor with Wilmington Capital Securities, LLC. Matthew has been in the financial industry since 2001. He has a wide range of experience with a focus on individuals and corporations. Matthew's background includes experience with National Securities Corporation, Merrill Lynch, Pierce, Fenner & Smith Incorporated, AXA Advisors, LLC, Gunnallen Financial, Inc, J.P. Turner & Company, L.L.C., Ehrenkrantz King Nussbaum, Inc., and Weatherly Securities Corporation. Matthew holds Series 7, Series 63, Series 66, Series 24, and SIE licenses and is registered with the Financial Industry Regulatory Authority (FINRA) and in numerous states.

Firm Information

Matthew Courchesne 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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Matthew Courchesne’s Registration & Firm History

NY

10/04/2017 - Present

Wilmington Capital Securities, LLC (Westbury NY)

NY

09/01/2015 - 10/05/2017

NATIONAL SECURITIES CORPORATION (WESTBURY NY)

NY

12/22/2014 - 09/15/2015

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LONG BEACH NY)

NY

08/04/2010 - 11/24/2014

NATIONAL SECURITIES CORPORATION (WESTBURY NY)

NY

05/24/2007 - 11/26/2008

AXA ADVISORS, LLC (UNIONDALE NY)

NY

10/11/2004 - 06/19/2007

GUNNALLEN FINANCIAL, INC (WESTBURY NY)

GA

10/23/2002 - 11/10/2004

J.P. TURNER & COMPANY, L.L.C. (ATLANTA GA)

NY

12/21/2001 - 11/11/2002

EHRENKRANTZ KING NUSSBAUM, INC. (MELVILLE NY)

NY

10/22/2001 - 12/21/2001

EHRENKRANTZ KING NUSSBAUM (NEW YORK NY)

NY

05/07/2001 - 10/22/2001

WEATHERLY SECURITIES CORPORATION (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 11/16/2006

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/19/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/02/2018

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/04/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 2 public disclosures for Matthew C Courchesne. Review regulatory record here.
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