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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.

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Investment Management 64 Employees Found New York, United States 148145 Similar Companies
64 Employees Found
96% Email Coverage
$10.0M Est Revenue
1 Office HQ
148145 Similar Companies
Jun '26 Last Verified

Frequently asked questions about Wellington Shields

What is Wellington Shields email format?

The widely used Wellington Shields email format is {first_initial}{last} (e.g. jsmith@wellingtonshields.com) with 75% adoption across the company.

What is Wellington Shields customer service number?

To contact Wellington Shields customer service number call here 212-320-3000. To contact Wellington Shields customer service number in your country click here to find.

Who are the decision makers in Wellington Shields?

The decision makers in Wellington Shields are Alan Janover, Andrea B Costello, Anthony Daprato, etc. Click to Find Wellington Shields decision makers emails.

What is Wellington Shields Contact number?

You can contact Wellington Shields at 212-320-3000. For faster support, we recommend reaching out via email or the contact form on their website.