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Georges Carter Boyer

Advisor at Wellington Shields & Co., LLC — Peapack, NJ

Updated today

Credentials

Series 63, Series 65

Experience

41 years

Location

Peapack, NJ

Wellington Shields & Co., LLC logo

Wellington Shields & Co., LLC

Team

Total advisors

23

Across 9 offices

Clients per advisor

25 Very Low

Avg AUM per client

$857,705 Typical

HNW client ratio

28% Typical

About

Georges Boyer is a financial advisor with Wellington Shields & Co., LLC in Peapack, NJ, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. He has been with Wellington Shields & Co. since 2009 and has also worked at H. G. Wellington & Co., Inc. since 1998. Wellington Shields & Co. provides discretionary and non-discretionary portfolio management and brokerage services to individuals, corporations, trusts, pension and profit-sharing plans, and institutional clients. The firm manages approximately $470.9 million across about 514 client relationships and uses a range of investment methods, including fundamental and technical analysis, options strategies, and third-party manager selection.

Client services

Based on Wellington Shields & Co., LLC

Portfolio management

Expertise

Based on Wellington Shields & Co., LLC

Active portfolio management Options & derivatives strategies

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Fee options

Percentage

$0+: .20% up to 1.50% per annum (Equity and Balanced Portfolios) $0+: .20% up to .75% per annum (Fixed Income Portfolios)

Commissions

Commission charges on a trade-by-trade basis for advisory brokerage accounts; no commissions charged for wrap program or certain retirement accounts.

Location

See office

Peapack, NJ

Peapack NJ

Advisors at this office

1

Most active in

Florida · New Jersey

Work history

41 years of industry experience

Wellington Shields & Co., LLC

2009 - Present • 17 years

New York, NY

H. G. Wellington & Co., Inc.

1998 - Present • 28 years

New York, NY

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Brian A

Series 7, Series 66

Parsippany, NJ

Comprehensive Wealth Services, LLC

Brian Amato is a financial advisor with LPL Financial, holding a Series 66 designation and 24 years of industry experience. His prior roles include positions at Lebenthal Global Advisors LLC, Cadaret, Grant & Co., Inc., and American Investment Planners LLC. He is also involved in tax preparation and accounting through American Taxes Inc. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and accommodates both advisory and brokerage needs through a large network of investment adviser representatives.

Passive / index investing Retirement income strategy Social Security optimization General tax planning Active portfolio management Founder/Business Owner
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Timothy M

CFP®, Series 66

Martinsville, NJ

Condor Capital Wealth Management

Timothy Moran is a CFP® and holds the Series 66 designation, with 11 years of industry experience. He currently works at Condor Capital Wealth Management and has previously held roles at Investors Bank/Citizens, Allied Wealth Partners, Prestige Wealth Management Group, Wells Fargo Bank, PNC Investments LLC, and Edward Jones. Condor Capital Wealth Management serves individuals, business entities, trusts, pension and profit-sharing plans, estates, and charitable organizations. The firm offers fee-only investment programs that include discretionary and non-discretionary portfolio management, financial planning, and specialized services such as pension plan consulting and direct indexing, incorporating advanced tools like AI to support adviser analysis.

Private / alternative investments ESG / Sustainable investing Tax-loss harvesting Income planning
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Christopher C

CFP®, Series 63, Series 66

Florham Park, NJ

Raymond James & Associates

Christopher Conway is a CFP® professional with 18 years of industry experience, currently serving as a financial advisor at Raymond James & Associates since 2016. Prior to this, he worked at Deutsche Bank Securities Inc. from 2014 to 2016. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm also offers wrap fee advisory programs and institutional consulting with a focus on public finance and municipal work.

General retirement planning General estate planning guidance College savings (529s, UTMA, etc.) General tax planning Wealth management Founder/Business Owner Retired Executive Doctor or Medical Professional Real Estate Professional Young Professionals HENRY (High Earners, Not Rich Yet) Approaching retirement Retired Established Professionals
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Damian M

Series 63, Series 65

North Plainfield, NJ

Hillgate Financial, LLC

Damian Mbadugha is the sole advisor at Hillgate Financial, LLC, a New Jersey-registered investment adviser. He holds Series 63 and Series 65 licenses and has 13 years of industry experience. In addition to his advisory role, he is registered as a commodities trading advisor, and works as an insurance agent and tax preparer, focusing on research during weekends. Hillgate Financial provides discretionary investment supervisory services to individuals, trusts, and estates, applying modern portfolio theory to build diversified portfolios primarily using passively managed funds and ETFs. The firm emphasizes tax-aware strategies and manages a historically significant asset base with a focus on individualized client portfolios.

Passive / index investing
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Stephen H

Series 63, Series 65

Madison, NJ

Hanley Capital Management, LLC

Stephen Hanley is the principal and sole advisor at Hanley Capital Management, LLC in Madison, NJ, with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has operated Hanley Capital Management since 2009. Hanley Capital Management provides investment advisory and discretionary portfolio management services primarily to individual clients, focusing on ongoing portfolio management with an emphasis on municipal and fixed-income strategies derived from the principal's extensive background as a municipal bond trader.

Passive / index investing
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Erik B

Series 63, Series 65

Randolph, NJ

Calrivan Wealth Management

Erik Black is a financial advisor at Calrivan Wealth Management with one year of industry experience. He holds Series 63 and Series 65 licenses and has prior experience at Cross River Bank and Charles Schwab. Outside of finance, he co-owns VanessKnitS, LLC, a knitting design business. Calrivan Wealth Management offers discretionary portfolio management and financial planning services primarily to individual clients, including high-net-worth individuals. The firm emphasizes tailored investment programs based on client goals, risk tolerance, and time horizon, operating with a small client base and no account minimum.

General retirement planning Wealth management
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