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Beth Griper

23 Years of Experience
New York, NY
Broker

Beth Griper is a registered investment advisor at Mackay Shields LLC, based in New York, NY, with 23 years of industry experience. Beth operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 361 clients with $150B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
7 advisors
Number of Clients
361 clients
Average Client Portfolio
$420.1M average
Assets Under Management
$151.6B

Fee Structure

Investment management only (planning not offered)

MacKay Shields' fees are based on a percentage of the value of the assets in the client’s account. The fees generally range from 0.030% to 1.500% annually of assets under management, depending on the strategy and the type of account. Fees are negotiable and may be waived, rebated, or reduced.

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Location

299 Park Avenue, 32nd Floor, New York, NY, 10171

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Beth serves as the Secretary to the Board of the Silo Hill Condominium Association, where she lives. This activity is not investment-related and requires minimal time outside of normal business hours.

Employment History
Current Registrations
Mackay Shields LLC
April 2008 - Present · 18 yrs
Nylife Distributors LLC
October 2007 - Present · 18 yrs 6 mos
Nylife Distributors LLCBroker
October 2007 - Present · 18 yrs 6 mos
Previous Registrations
Bfp Securities, LLCBroker
January 1999 - March 2004 · 5 yrs 2 mos
State Registrations2 states
NYOK
AdvisorBroker

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Beth Griper - Financial Advisor | TrueAdvisor