Shelburne Falls, MA Office

Team
Updated today

Client AUM

$497,468,800

Clients

580

Advisors

4

Of 23 advisors across 9 offices

Location

29 Bridge Street

Shelburne Falls MA 01370

Advisors at this office

4

Advisors at this office

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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.

Active portfolio management Options & derivatives strategies
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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 25 years of industry experience. He has been with Wellington Shields since 2009 and has over 39 years of self-employed experience. Outside of his advisory work, he co-owns and operates Chickley Alp Farm, a tree farm in Hawley, Massachusetts, and serves as Town Moderator for the Town of Charlemont. Wellington Shields & Co. provides discretionary and non-discretionary portfolio management and brokerage services to individuals, corporations, trusts, and institutional clients. The firm manages approximately $470.9 million across about 514 client relationships, employing a variety of investment methods tailored to client-specific objectives and suitability profiles.

Active portfolio management Options & derivatives strategies
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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.

Active portfolio management Options & derivatives strategies
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Timothy G

CFP®, Series 66

Shelburne Falls, MA

Wellington Shields & Co., LLC

Timothy Gaulin is a CFP®-credentialed financial advisor with three years of industry experience. He is affiliated with Wellington Shields & Co., LLC and also owns and operates Riverside Fitness, where he serves as lead coach. Gaulin has prior experience working with West County Cider. Wellington Shields & Co. provides discretionary and non-discretionary portfolio management 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, and a variety of investment strategies, while offering multiple execution and servicing options including a wrap-fee program and a commission-based Advisory Brokerage Group.

Active portfolio management Options & derivatives strategies
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