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Harry Marc Krigman

Wealthshield Partners, LLC
42 Years of Experience
2 Disclosures
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningEducation PlanningTax PlanningFinancial Planning & CoachingHigh Net Worth
Wealthshield Partners, LLC
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
16 advisors
Number of Clients
1,140 clients
Average Client Portfolio
$948K average
Assets Under Management
$1.1B

Fee Structure

Financial Planning:Included in AUM fee

Location

2500 Regency Parkway, Cary, NC, 27518

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
April 2003
Settled
Customer Dispute
April 2000
Award / Judgment
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Harry is the owner of Ellie LLC, Chaya LLC, Krigman Properties LLC, and ECK Realty LLC, all involved in managing real estate. He spends about 10-20% of his time on bookkeeping, managerial duties, and overseeing property managers for these LLCs.

Employment History
Current Registrations
Wealthshield Partners, LLC
December 2021 - Present · 4 yrs 2 mos
Previous Registrations
Harborview Advisors
October 2014 - December 2021 · 7 yrs 2 mos
Kovack Securities INC.Broker
October 2014 - December 2021 · 7 yrs 2 mos
Cantella & CO., INC.
January 2005 - October 2014 · 9 yrs 9 mos
Cantella & CO., INC.Broker
January 2005 - October 2014 · 9 yrs 9 mos
Bangor Securities, INC.Broker
July 1994 - January 2005 · 10 yrs 6 mos
Gruntal & CO. IncorporatedBroker
August 1987 - July 1994 · 6 yrs 11 mos
Livada Securities, INC.Broker
November 1983 - August 1987 · 3 yrs 9 mos
State Registrations1 state
ME
Advisor
Exams
No exam information available for this advisor.