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Lyn Adele Davis

WILMINGTON CAPITAL SECURITIES, LLC·GARDEN CITY, New York
Unclaimed Profile
600 OLD COUNTRY ROAD, GARDEN CITY, NY 11530CRD# 4666001Firm CRD# 133839
01

About

Lyn Adele Davis is a registered financial advisor based in GARDEN CITY, New York, affiliated with WILMINGTON CAPITAL SECURITIES, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
WILMINGTON CAPITAL SECURITIES, LLC
WILMINGTON CAPITAL SECURITIES, LLC
AUM
$243M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at WILMINGTON CAPITAL SECURITIES, LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 4666001
Firm CRD# 133839
3 disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Lyn Adele Davis offer?
Lyn Adele Davis specializes in Financial Planning, Investment Management. Contact their office in GARDEN CITY, New York for a consultation.
What are Lyn Adele Davis's credentials?
Lyn Adele Davis is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Lyn Adele Davis located?
Lyn Adele Davis is based in GARDEN CITY, New York, working with WILMINGTON CAPITAL SECURITIES, LLC. Their office serves clients in the GARDEN CITY metropolitan area and surrounding communities.
How does Lyn Adele Davis charge for services?
Lyn Adele Davis's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WILMINGTON CAPITAL SECURITIES, LLC?
WILMINGTON CAPITAL SECURITIES, LLC has approximately 6 employees and manages $243M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Stephen Mark Kiront — CRAFT WEALTH MANAGEMENT LLCDaniel Eccleston — THE BENDIX FINANCIAL GROUP, INC.Gerard Thomas Breitner — EXCOMP ASSET MANAGEMENT LTDRonald Brett Dorushkin — WILMINGTON CAPITAL SECURITIES, LLCWinfield Scott Essex — FIVE ELEVEN FAMILY OFFICE LLC
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