Wellington Shields

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Description

  • Wellington Shields & Co. LLC was formed in 2009 by combining H.G. Wellington & Co. dating back to 1925 and Shields & Company founded in 1982. It is a New York Stock Exchange member firm providing full service brokerage to institutions and high net worth individual and family accounts. Its mission and tradition is: To provide a relationship oriented brokerage firm that is client centric and not transaction driven. To act as a fiduciary in representing our clients and as an agency advocate eliminating conflicts of interest. To deliver cost effective qualitative investment solutions that seek to increase wealth, preserve capital and reduce taxes. Contact a Wellington Shields & Co. LLC advisor to see how we can help you.
  • location

    Headquarters:140 Broadway , New York, New York, United States

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  • Wellington Shields phone

    Phone Number: +1 413-339-0005

  • Wellington Shields website

    Website: https://www.wellingtonshields.com

  • Wellington Shields employees

    Employees:59

  • Wellington Shields revenue

    Revenue:$50 - 100M

  • Wellington Shields legal name

    Legal Name:Wellington Shields

  • Wellington Shields's Social Media

    Wellington Shields linkedin
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  • |  NAICS Code: 523110  |

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Person level website identification

Chief Compliance Officer for Wellington Shields

Steve Portas

Chief Compliance Officer

Person level website visitor identification

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View Employees

Steve Portas

Chief Compliance Officer

Philip Curcuru

Chief Financial Officer

Ed March

Chief Operating Officer

Tim Grant

President At Wellington Shields

Jameson Mcfadden

President, Managing Member, Senior Portfolio Manager

Frequently Asked Questions regarding Wellington Shields

  • Where are Wellington Shields's Headquarters?

    Wellington Shields's Headquarters are in 140 Broadway ,New York,New York,United States

  • What is Wellington Shields's phone number?

    Wellington Shields's phone number is +1 413-339-0005

  • What is Wellington Shields's official website?

    Wellington Shields's official website is https://www.wellingtonshields.com

  • What is Wellington Shields's Revenue?

    Wellington Shields's revenue is $50 - 100M

  • What is Wellington Shields's NAICS code?

    Wellington Shields's NAICS code is 523110

  • How many employees are working in Wellington Shields

    Wellington Shields has 59 employees

  • What is Wellington Shields's Industry?

    Wellington Shields is in the industry of Investment Management

  • Who is Wellington Shields's Chief Compliance Officer?

    Wellington Shields's Chief Compliance Officer is Steve Portas

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