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FIRM PROFILE
Overview
WELLFLEET INVESTMENTS LLC is located at 85-87 Covert Avenue 2nd Floor Rear Left, Floral Park, NY 11001 and was first established at Long Island, New York in 02/17/1998. After operating for 28 years, WELLFLEET INVESTMENTS LLC has amassed assets under management in the amount of $0 spanning over 0 clients at the firm. A breakdown of these figures indicates that 0% of WELLFLEET INVESTMENTS LLC’s clients are individuals and 0% of their clients are high net worth individuals. WELLFLEET INVESTMENTS LLC has 0 total employees and of those employees, 0 can be registered with one or both FINRA and the SEC. 0% percentage at WELLFLEET INVESTMENTS LLC are registered to handle securities or provide financial advice. The firm has 0 disclosures, 0 being regulatory events, 0 being client events, and 0 events that have led to arbitration. Firm disclosures can occur for a number of reasons and we encourage every investor to review and perform their due diligence, as appropriate, before moving forward. You will be able to access WELLFLEET INVESTMENTS LLC‘s brochures, the Form ADV, the Customer Relationship Summary (CRS), Accountant Surprise Examination Reports, and direct owners and executive officers. You will also see a list of services offered, fees & costs, conflicts of interest, and any and all related websites to the firm. In addition to these data points, our database will allow you to find every registered employee at WELLFLEET INVESTMENTS LLC. Using your dashboard, you can access advisor disclosures (if any), run background checks, save, compare, and monitor your advisor for the life of your relationship. If you are still deciding which financial advisor would be best suited for your needs, our free members get access to our comparison tool which allows anyone to see relevant data points for each financial advisor and their firms in a side-by-side comparison.
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Understanding the Statistics for WELLFLEET INVESTMENTS LLC and How They Compare to Other Firms Through Our Analysis
Total Client Assets:
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FIRM INFORMATION
85-87 Covert Avenue 2nd Floor Rear Left, Floral Park, NY 11001
Po Box 222142, Great Neck, NY 11022-2142
Small
(516) 487-7450
New York since 02/17/1998
Limited Liability Company
December
FIRM DOCUMENTS
DIRECT OWNERS & EXECUTIVE OFFICERS
The Importance of Understanding a Firm’s Role when Evaluating an Advisor
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Advisor's working at WELLFLEET INVESTMENTS LLC
Erin Elaine Baskett
Registered Affiliation(s):MARKET SECURITIES, LLC
Scott Michael Silver
Registered Affiliation(s):PUENTE SERVICIOS FINANCIEROS LLC
Jeffrey Bega
Registered Affiliation(s):WELLFLEET INVESTMENTS LLC
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