EP
EP

Ellen Purinton

7 Years of Experience
Broker
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
29 advisors
Number of Clients
519 clients
Average Client Portfolio
$907K average
Assets Under Management
$470.9M

Fee Structure

Financial Planning:Investment management only
Loading...

Location

29 Bridge Street, Shelburne Falls, MA, 01370

Get directions

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.

Learn about disclosures →
Other Business Activities

Ellen is a co-owner of Chickley Alp Farm, a tree farm, since 1984. She spends about 10-20% of her time on general maintenance.

Employment History
Current Registrations
Wellington Shields & CO., LLC
June 2021 - Present · 4 yrs 8 mos
Wellington Shields & CO., LLCBroker
July 2018 - Present · 7 yrs 7 mos
State Registrations25 states
ARAZCACOCTFLGAIDILKYMAMDMEMINHNJNYOHORPARISCTXVTWY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.