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Ellen P
Series 63, Series 65
Shelburne Falls, MA
Wellington Shields & Co., LLC
Ellen Purinton is a financial advisor at Wellington Shields & Co., LLC with seven years of industry experience. She holds Series 63 and Series 65 licenses and has been with Wellington Shields since 2017. Prior to her finance career, she served 24 years with the Massachusetts State Police. Outside of advising, she is co-owner of Chickley Alp Farm, a tree farm in Hawley, MA. Wellington Shields & Co. provides portfolio management and brokerage services to individuals, corporations, trusts, and institutional clients, managing approximately $470.9 million across 514 client relationships. The firm uses a combination of fundamental and technical analysis, options strategies, and third-party manager selection, and operates as both a broker-dealer and SEC-registered investment adviser.
Scott P
Series 66
Shelburne Falls, MA
Wellington Shields & Co., LLC
Scott Purinton is a financial advisor with Wellington Shields & Co., LLC, holding a Series 66 designation and bringing 25 years of industry experience. He has been with Wellington Shields since 2009 and previously worked at H.G. Wellington & Co Inc. outside of his advisory career, Purinton co-owns and operates Chickley Alp Farm, a tree farm, and serves as a compensated Town Moderator for the Town of Charlemont. Wellington Shields & Co. provides discretionary and non-discretionary portfolio management for individuals, corporations, trusts, estates, pension and profit-sharing plans, and charitable organizations. The firm employs a combination of fundamental and technical analysis, third-party manager selection, and various investment strategies, and maintains dual registration as both an investment adviser and broker-dealer.
William P
Series 66
Shelburne Falls, MA
Wellington Shields & Co., LLC
William Purinton is associated with Wellington Shields & Co., LLC and holds the Series 66 designation. He has no prior industry experience in financial advising and has a varied work history including positions outside finance, such as at Portland Public Schools and other organizations. Wellington Shields & Co. provides discretionary and non-discretionary portfolio management services to individuals, corporations, trusts, estates, pension and profit-sharing plans, and charitable organizations. The firm employs a combination of fundamental and technical analysis, third-party manager selection, mutual fund and ETF investments, and both long- and short-term strategies in managing client portfolios.
Timothy G
CFP®, Series 66
Shelburne Falls, MA
Wellington Shields & Co., LLC
Timothy Gaulin is a CFP® and holds a Series 66 license, currently advising with Wellington Shields & Co., LLC. He has four years of industry experience and also operates Riverside Fitness in Shelburne Falls, MA, where he serves as owner and lead coach. Prior to his advisory role, he worked with West County Cider for two years. Wellington Shields & Co. provides discretionary and non-discretionary portfolio management for individuals, corporations, trusts, estates, pension and profit-sharing plans, and charitable organizations. The firm employs a combination of fundamental and technical analysis, third-party manager selection, and a range of investment strategies, offering multiple execution and servicing options including a wrap-fee program and commission-based advisory brokerage.
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