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.
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11-50 employees
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Financial Services
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140 Broadway, New York, NY 10005, US
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The decision makers in Wellington Shields are Alan Janover, Andrea B Costello, Anthony Daprato, etc. Click to Find Wellington Shields decision makers emails.
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