Network·Venture Capital

Wellington Shields & CO., LLC

Unclaimed

📍 NEW YORK, NY

Venture Capital
www.wellingtonshields.com

SEC CRD #801-70755

About

Wellington Shields Skip to main content New Address as of 10/4/24 — 60 Broad Street, 39th Floor, New York, NY 10004 Your browser does not support the video tag. Welcome Invested in You. Committed to Your Success. At Wellington Shields, we grow and protect your wealth with tailored strategies and innovative technology to help you achieve your goals. What We Do It starts with a conversation. We listen, then develop a strategy personalized to you, your business and your family—balancing your goals and the legacy you want to leave. Our Solutions Why Choose Wellington Shields Committed to You Comprehensive wealth management for your unique needs, customized to reflect your goals for today and your dreams for tomorrow. True Independence We are an over 90% employee-owned firm that invests alongside our clients. Our shared interest drives our decisions. Invested in Innovation From our partnership with BNY Pershing to 24/7 access, a mobile app, and tools like eMoney and Black Diamond, we deliver smarter service and insight. Who We Are From a Tradition of Trust to a Future of Opportunity A Presence on Wall Street For More Than a Century Since our founding in 1925, we have built a legacy of credibility with our clients, preserving capital and maximizing opportunities through ever-changing markets. Explore Our History 100 years of trusted wealth management Insights Our clients know from experience that they can trust our ideas, insights and analysis. Equities Perspective It’s a Great Mar

Key Contact

SP

STEPHEN PORTAS

CCO

📞 (212) 320-2000

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AUM

$546M

Location

NEW YORK, NY

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