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Stuart Alexander Gay

Wealthshield Partners, LLC

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About Stuart Alexander Gay

Stuart Alexander Gay is an Investment Advisor Representative with Wealthshield Partners, LLC, based in Raleigh, NC. Stuart has been in the financial services industry since 2010. Previously, Stuart was associated with Chalice Capital Partners, LLC, MML Investors Services, LLC and New England Securities.

Firm Information

Stuart Gay is currently registered with Wealthshield Partners, LLC. Wealthshield Partners, LLC is an investment advisor based in Cary, NC with over $917 million in regulatory assets under management. The firm provides financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management services for individuals, businesses, and charitable organizations. They offer a wrap fee program and have a total of 14 investment advisory professionals.
Wealthshield Partners, LLC

2500 REGENCY PARKWAY

CARY, NC 27518

$917.89M

Assets Under Management

Not reported

Total Clients

13

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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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Stuart Gay’s Registration & Firm History

NC

11/06/2018 - Present

Wealthshield Partners, LLC (Raleigh NC)

NC

10/16/2018 - 12/31/2019

CHALICE CAPITAL PARTNERS, LLC (RALEIGH NC)

NC

09/26/2013 - 10/08/2018

MML INVESTORS SERVICES, LLC (RALEIGH NC)

NC

05/31/2011 - 09/09/2013

NEW ENGLAND SECURITIES (RALEIGH NC)

NC

06/22/2010 - 06/01/2011

PRUCO SECURITIES, LLC. (RALEIGH NC)

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Licenses & Designations

IA

Issued 05/11/2016

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/19/2010

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/21/2010

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Stuart Alexander Gay.
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