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.
Company Details
- Employees
- 67
- Address
- 60 Broad St,
- Phone
- (212) 320-3000
- in****@****lds.com
- Industry
- Investment Management
- NAICS
-
Other Financial Investment ActivitiesPortfolio ManagementAll Other Financial Investment ActivitiesTrust, Fiduciary, and Custody ActivitiesMiscellaneous Financial Investment Activities
- Website
- wellingtonshields.com
- Keywords
- New York.
- HQ
- New York, NY
Wellington Shields Questions
Wellington Shields's helpline number is (212) 320-3000
Wellington Shields's website is wellingtonshields.com
Wellington Shields's LinkedIn profile is https://www.linkedin.com/company/wellington-shields
Wellington Shields has
67 employees.
View email and phone details for 67
employees at Wellington Shields.
Wellington Shields's industry is
Investment Management
Wellington Shields's top competitors are
Stuart Frankel & Co. Inc.,
Tigress Financial Partners,
The Vip List,
Prime Executions, Inc.,
Trademas Inc.,
Nyse,
Consello,
Network 1 Financial Securities, Inc.,
Stifel Financial Corp.,
Americas Executions "amerx".
Wellington Shields's support email address is info@wellingtonshields.com
Wellington Shields's categories are Investment Management
