William Shelton Hayes
Investment adviser representative at Wellington Shields & Co., LLC
20 yearsExperience
1 stateRegistered in
$546MFirm 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
20 years in the industry.
- Wellington Shields & Co., LLCJun 2024 to now
- Rondevoo LLCJun 2021 to now
- Wellington Shields & CompanyJun 2023 to Jul 2023
- University of VirginiaAug 2022 to May 2024
- MeprismJan 2022 to Jun 2022
- University of VirginiaAug 2019 to May 2021
- St. Christopher'sSep 2006 to Jun 2019
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (NY).
Wellington Shields & Co., LLC
$546MAssets managed
586Clients
18Advisers
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
- 7950833
- Firm CRD
- 149021