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Michael Eschrich

Wilmington Capital Securities, LLC

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About Michael Eschrich

Michael Eschrich is a registered representative at Wilmington Capital Securities, LLC and has been in the industry since January 7, 2024. Michael is licensed to provide financial planning and portfolio management for individuals and holds the Series 7, Series 63, and SIE licenses.

Firm Information

Michael Eschrich 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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Michael Eschrich’s Registration & Firm History

NY

01/08/2024 - Present

Wilmington Capital Securities, LLC (GARDEN CITY NY)

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Licenses & Designations

BC

Issued 01/19/2024

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/08/2024

Series 7TO - General Securities Representative Examination

BC

Issued 12/27/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Michael Eschrich.
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