GENERAL WELLINGTON CAPITAL LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 282139
- Registered since
- June 27, 2016
- Website
- www.linkedin.com
Firm profile
FINTRXOverview
General Wellington Capital LLC is a limited liability company that registered with the SEC in 2016. The firm is owner-operated (owner type: individual) and is classified as unclassified in the available records. Public filings and the provider snapshot give very limited detail about the firm's client base, advisory services or business activities. The firm does not identify itself as a capital allocator, is not reported as an active ESG investor, and is not listed as a multi-state or newly formed adviser; it also does not appear as a pension consultant or related adviser in the available summary.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1Jason McLane
Chief Operating OfficerCRD 6683388
Contacts
3 of 6JAMES LAWLER
Registered RepresentativeCRD 2346453
MICHAEL MCLANE
FounderCRD 4461016
KEVIN MEEHAN
FinOpCRD 4652695
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
New York, NY
NEW YORK
Location
New York, NY
Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- NEW YORK
- Address
- 295 Madison Ave
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
CREDIT AGRICOLE SECURITIES (USA) INC.
Broker-DealerNew York, NY
CANTOR FITZGERALD & CO.
Broker-DealerNew York, NY
DSIL INVESTMENT SERVICES LLC
Broker-DealerNew York, NY
J.P. Morgan Securities LLC
Broker-DealerNew York, NY
COLONIAL SECURITIES, INC.
Broker-DealerNew York, NY
BNY Mellon Securities Corporation
Broker-DealerNew York, NY