Geza John Marx
Investment adviser representative at Wellington Shields Capital Management, LLC
29 yearsExperience
1 stateRegistered in
$1.2BFirm assets
16 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
29 years in the industry.
- Wellington Shields Capital Management, LLCOct 2020 to now
- Marlcroft Asset Management LLCSep 1997 to Oct 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law1994
State registrations
Registered as an investment adviser representative in 1 state (NY).
Wellington Shields Capital Management, LLC
$1.2BAssets managed
574Clients
12Advisers
16 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2836839
- Firm CRD
- 150529