William Robert Purinton
Investment adviser representative at Wellington Shields & Co., LLC
10 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
10 years in the industry.
- Wellington Shields & Co., LLCJul 2026 to now
- UnemployedJul 2025 to now
- Portland Public SchoolsJan 2022 to Jul 2025
- 7-elevenJul 2021 to Jul 2022
- UnemployedMay 2021 to Jul 2021
- The Tech AcademyMar 2021 to May 2021
- UnemployedJan 2021 to Mar 2021
- Chenoweth Law GroupJul 2020 to Jan 2021
- UnemployedMar 2020 to Jul 2020
- Nichols Law GroupMar 2019 to Mar 2020
- River's Edge HotelJun 2017 to Mar 2019
- Portland Parks & RecFeb 2016 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (MA).
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
- 8187651
- Firm CRD
- 149021