A complete list of active advisors currently associated with First Shelbourne
Warmer can help you find a great advisor at First Shelbourne or one who fits your needs even better.
First Shelbourne LLC is a small independent registered investment adviser that provides ongoing portfolio management to individuals, high net worth clients, small businesses, and charitable organizations; the firm does not offer financial planning or wrap‑fee programs. The practice operates as a solo advisory firm under President Christopher J. Wargas and manages a limited number of client accounts, as described in the brochure. The firm implements proprietary tiered model portfolios (“Tiers”) built from the same underlying set of low‑cost exchange‑traded funds across domestic and global equities and fixed income, with scheduled quarterly rebalancing or rebalancing when allocations drift beyond tolerance bands. Accounts are generally managed on a discretionary basis, though the firm will accommodate limited client‑directed individual equity holdings and explicitly reviews retirement plan and rollover recommendations with ERISA/IRA fiduciary considerations. Compared with many peers, the firm calls attention to third‑party ratings in its public materials, an uncommon practice among independent advisers, and the brochure records a recent amendment to its Code of Ethics and personal‑trading disclosure dated September 2, 2026. The principal’s nontraditional background — a long tenure as a Metropolitan Transportation Authority police sergeant — and the firm’s stated policy not to vote client proxies are additional operational characteristics that distinguish First Shelbourne’s profile.
To learn more about the advisors currently working at First Shelbourne, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Commack, NY
| 4
|
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