Advisors at this firm
David A
Series 63, Series 65
Garden City, NY
Wilmington Capital Securities, LLC
David Astorr is a financial advisor with Wilmington Capital Securities, LLC, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Wilmington Capital Securities since 2015. Astorr is the owner and sole proprietor of an investment-related business operating under daveastorr.com. Wilmington Capital Securities, LLC provides fee-based portfolio management and financial planning services to individuals, pensions, trusts, charitable organizations, and business entities, managing approximately $258 million in client assets. The firm employs a tactical asset allocation strategy to manage risk and enhance performance, utilizing a range of securities and analyses while maintaining client accounts with third-party custodians.
Dennis L
Series 66
Garden City, NY
Wilmington Capital Securities, LLC
Dennis Lee is a financial advisor at Wilmington Capital Securities, LLC with 13 years of industry experience. He holds a Series 66 designation and has worked at both Wilmington Capital Securities and Trident Partners Ltd., where he currently supervises the municipal bond trading activity. Wilmington Capital Securities, LLC provides fee-based portfolio management and financial planning services to individuals, pensions, trusts, charitable organizations, and business entities. The firm employs a tactical asset allocation strategy using a range of securities and analysis methods, offering both discretionary and non-discretionary advisory services.
James M
Series 63, Series 65
Bonita Springs, FL
Wilmington Capital Securities, LLC
James Means is a financial advisor with Wilmington Capital Securities, LLC, holding Series 63 and Series 65 designations and bringing 45 years of industry experience. He has worked at Wilmington Capital Securities since 2019 and previously spent 11 years at RBC Capital Markets, LLC. Outside of his advisory role, he serves as Treasurer and a member of the Board of Directors for Bayview 2 Community Associates, a condominium association in Bonita Springs, FL. Wilmington Capital Securities, LLC provides fee-based portfolio management and financial planning services to individuals, pensions, trusts, charitable organizations, and business entities, managing approximately $258 million in client assets. The firm utilizes a tactical asset allocation approach aimed at reducing risk and enhancing performance through a combination of equities, fixed income, mutual funds, options, and cash positions.
Ronald D
Series 63, Series 65
Garden City, NY
Wilmington Capital Securities, LLC
Ronald Dorushkin is a financial advisor with Wilmington Capital Securities, LLC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Wilmington Capital Securities since 2007 and Wilmington Capital Securities, LLC since 2010. Outside of his advisory role, he serves on the board of directors for The Meridian condominium in Boca Raton, FL. Wilmington Capital Securities, LLC provides fee-based portfolio management and financial planning services to individuals, pensions, trusts, charitable organizations, and business entities, managing approximately $258 million in client assets. The firm employs a tactical asset allocation strategy aimed at reducing risk and enhancing performance, using a variety of securities and analysis methods.
John B
Series 63, Series 65
Naples, FL
Wilmington Capital Securities, LLC
John Barnes is a financial advisor at Wilmington Capital Securities, LLC with 47 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at RBC Capital Markets Corporation for 11 years before joining Wilmington Capital Securities in 2019. Wilmington Capital Securities, LLC provides fee-based portfolio management and financial planning services to individuals, pensions, trusts, charitable organizations, and business entities. The firm employs a tactical asset allocation approach using a range of securities and analysis techniques, managing approximately $258 million in client assets.
John G
CFP®, Series 63, Series 65
Garden City, NY
Wilmington Capital Securities, LLC
John Griffin is a Certified Financial Planner® with 24 years of industry experience. He has been with Wilmington Capital Securities, LLC since 2015. Outside of his advisory role, he is the sole owner of an LLC that holds a New York City taxi medallion. Wilmington Capital Securities, LLC provides fee-based portfolio management and financial planning services to individuals, pensions, trusts, charitable organizations, and business entities. The firm employs a tactical asset allocation approach using a variety of securities and analytical methods, managing approximately $258 million in client assets.