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Scott Purinton

Advisor at Wellington Shields & Co., LLC

Updated today
Wellington Shields & Co., LLC logo

Firm

Wellington Shields & Co., LLC

Location

Hawley, MA

Credentials

Series 66

Industry experience

25 years

Client services

Portfolio management

Fee options

Percentage

$0+: 0.20% up to 1.50% per annum (Equity and Balanced Portfolios) $0+: 0.20% up to 0.75% per annum (Fixed Income Portfolios) $0 - $100,000: 1.00% (P.G. Group) $100,001 - $500,000: 0.75% (P.G. Group) $500,001 - $1,000,000: 0.50% (P.G. Group) $1,000,001+: 0.25% (P.G. Group)

Commissions

Advisory Brokerage Group accounts charged on commission basis trade-by-trade; commissions separate from advisory fees.

Work history

Wellington Shields & Co., LLC

2009 - Present (17 years)

H.G. Wellington & Co Inc

2000 - Present (26 years)

SELF EMPLOYED

1987 - Present (39 years)

Chickley Alp Farm

1983 - Present (43 years)

Town of Charlement

1975 - Present (51 years)

Disclosures

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

Business activities & affiliations

Matthew H

Series 66

Shelburne Falls, MA

Merrill

Matthew Hart is a Wealth Management Advisor with Merrill Lynch Wealth Management, where he has been serving clients since 2005. He focuses on helping clients achieve sustainable financial independence by developing personalized strategies that align with their priorities and adapt to their changing life circumstances. Matthew works closely with private clients, families, entrepreneurs, founders, and key associates at both public and private companies, particularly addressing the complexities of equity ownership within their overall financial plans. Matthew collaborates with his clients’ professional advisors, including CPAs and estate attorneys, to create integrated strategies focused on mitigating tax liabilities and preserving legacies. He holds the CERTIFIED FINANCIAL PLANNER® (CFP®) designation awarded by the Certified Financial Planner Board of Standards, Inc., as well as the Certified Plan Fiduciary Advisor™ (CPFA®) designation. Matthew earned a bachelor's degree in Management from Johnson & Wales University in Rhode Island. Residing in Boston, he has personal interests in cooking, hiking, photography, and traveling.

Wealth management Equity Recipients (RS/RSU, SOP, ESPP) Retirement income strategy Retirement withdrawal strategies General estate planning guidance Founder/Business Owner

Denise G

CFP®, Series 66

So Deerfield, MA

Fidelity

Denise Govoni is a Financial Consultant at Fidelity Investments, a role she has held since 2020. Prior to this, she worked as a Wealth Management Advisor at TIAA from 2014 to 2020. In her current position, Denise focuses on a collaborative planning process that educates and empowers clients, working closely with individuals and families to develop, implement, and maintain actionable financial plans. Denise prioritizes building trust and putting clients' interests first, aiming to provide an experience that offers greater peace of mind. Outside of her professional work, she enjoys biking, family activities, gardening, hiking, and spending time with her pets.

Wealth management General retirement planning Income planning Retirement income strategy Cash flow / budgeting Parents Married/Couples/Partners

Regina G

Series 66

Adams, MA

Edward Jones

College savings (529s, UTMA, etc.) Engineering Professional Doctor or Medical Professional Women Professionals
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Zachary M

Series 65

Dalton, MA

Berkshire Money Management, Inc.

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Brendan B

Series 63, Series 66

Dalton, MA

Berkshire Money Management, Inc.

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Peter G

Series 66

Dalton, MA

Berkshire Money Management, Inc.

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