Julian Lecraw
Investment adviser representative at Wellington Shields Capital Management, LLC
10 yearsExperience
3 statesRegistered 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
10 years in the industry.
- Wellington Shields Capital Management, LLCAug 2020 to now
- Wellington Shields & Co.Jan 2017 to now
- UnemployedApr 2016 to Jan 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2015
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 3 states (GA, NJ, 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
- 6412334
- Firm CRD
- 150529