Wellington Shields
Investment Management
60 Broad St
67 employees
CLOSI
- Employees
- 67
- Contacts
- 4
- Emails
- 4
- Phones
- 2
Wellington Shields Overview
- Headquarters
- 60 Broad St
- Phone Number
- Available in AeroLeads
- Website
- wellingtonshields.com
- Industry
- Investment Management
- Employees
- 67
- Stock Symbol
- CLOSI
- Company Email
- Available in AeroLeads
- NAICS
-
Other Financial Investment ActivitiesPortfolio ManagementAll Other Financial Investment Activities
Keywords
About Wellington Shields
Wellington Shields is an independent wealth management firm with roots dating back to 1925. We are dedicated to delivering high-quality, objective investment advice to high net worth individuals and families, institutions, Trusts and estates, foundations and endowments. Wellington Shields’ elite group of professionals are from a variety of backgrounds and share one key characteristic: the clear ability to help people manage their wealth while providing world-class service. 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.
Wellington Shields Contact Details
- People in AeroLeads
- 4
- With contact data
- 4
- Email contacts
- 4
- 100.0% coverage
- Phone contacts
- 2
- 50.0% coverage
Wellington Shields Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Deborah Gaskins | Sr. Vice President at Wellington Shields | Thomasville, Georgia, United States |
Email
Phone
|
| Anthony Daprato | Senior Compliance Professional | Queens County, New York, United States |
Email
|
| Terence W. Brogan, Cmt | Equity Market Strategist | Boston, Massachusetts, United States |
Email
|
| Steven Friedfertig | Accounting Manager at Wellington | Queens County, New York, United States |
Email
Phone
|
Employees by Management Level
Individual contributor
9 profiles
Executive
7 profiles
Senior / Lead
4 profiles
Manager
2 profiles
VP / Head
1 profile
Director
1 profile
Department Contact Coverage
| Department | Contacts | Phone | |
|---|---|---|---|
| General | 9 | 9 | 1 |
| Executive | 5 | 5 | 3 |
| Finance | 3 | 3 | 0 |
| Legal | 1 | 1 | 1 |
| IT | 1 | 1 | 0 |
Wellington Shields Tech Stack
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