Harry Marc Krigman

42 Years of Experience

2 Disclosures

Areas of Practice

Investment ManagementRetirement PlanningEstate PlanningEducation PlanningTax PlanningFinancial Planning & CoachingHigh Net Worth

Wealthshield Partners, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

16 advisors

Number of Clients

1,140 clients

Average Client Portfolio

$948K average

Assets Under Management

$1.1B

Fee Structure

Financial Planning:Included in AUM fee

Location

2500 Regency Parkway, Cary, NC, 27518

Get directions

History

Regulatory History (2)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Customer Dispute

April 2003

Settled

Customer Dispute

April 2000

Award / Judgment

View Full SEC Report How to Read Disclosures

Other Business Activities

Harry is the owner of Ellie LLC, Chaya LLC, Krigman Properties LLC, and ECK Realty LLC, all involved in managing real estate. He spends about 10-20% of his time on bookkeeping, managerial duties, and overseeing property managers for these LLCs.

Employment History

Current Registrations

Wealthshield Partners, LLC

December 2021 - Present · 4 yrs 2 mos

Previous Registrations

Harborview Advisors

October 2014 - December 2021 · 7 yrs 2 mos

Kovack Securities INC.Broker

October 2014 - December 2021 · 7 yrs 2 mos

Cantella & CO., INC.

January 2005 - October 2014 · 9 yrs 9 mos

Cantella & CO., INC.Broker

January 2005 - October 2014 · 9 yrs 9 mos

Bangor Securities, INC.Broker

July 1994 - January 2005 · 10 yrs 6 mos

Gruntal & CO. IncorporatedBroker

August 1987 - July 1994 · 6 yrs 11 mos

Livada Securities, INC.Broker

November 1983 - August 1987 · 3 yrs 9 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.