SG
SG

Stuart Alexander Gay

15 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningEducation PlanningTax PlanningFinancial Planning & CoachingHigh Net Worth
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
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Location

1511 Sunday Drive Suite 214, Raleigh, NC, 27607

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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

Stuart has an ownership position in Ellrod Grandchildren LLC, a farming operation, since 2011. He spends minimal time on this activity.

Employment History
Current Registrations
Wealthshield Partners, LLC
October 2018 - Present · 7 yrs 4 mos
Previous Registrations
Chalice Capital Partners, LLCBroker
October 2018 - December 2019 · 1 yr 2 mos
MML Investors Services, LLC
June 2016 - October 2018 · 2 yrs 4 mos
MML Investors Services, LLCBroker
September 2013 - October 2018 · 5 yrs 1 mo
New England SecuritiesBroker
May 2011 - September 2013 · 2 yrs 4 mos
Pruco Securities, LLC.Broker
June 2010 - June 2011 · 1 yr
State Registrations3 states
LANCTX
Advisor
Exams
No exam information available for this advisor.
Stuart Alexander Gay - Financial Advisor | TrueAdvisor