


Wellington Shields Revenue
Investment Management • Manhattan, New York, United States • 51-100 Employees
Wellington Shields revenue & valuation
| Annual revenue | $9,951,784 |
| Revenue per employee | $149,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues | $31,900,000 |
| Total funding | No funding |
Key Contacts at Wellington Shields
Eileen Connolly
Managing Director
Tanya Weissman
Senior Managing Director
Company overview
| Headquarters | 60 Broad St, 39th Floor, New York, NY 10004, US |
| Phone number | +12123203000 |
| Website | |
| NAICS | 5231 |
| Employees | 51-100 |
| Socials |
Wellington Shields Email Formats
Wellington Shields uses 2 email formats. The most common is {first initial}.{last name} (e.g., j.doe@wellingtonshields.com), used 58.3% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}.{last name} | j.doe@wellingtonshields.com | 58.3% |
{first name}.{last name} | john.doe@wellingtonshields.com | 41.7% |
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.
Employees by Management Level
Total employees: 51-100
Seniority
Employees
Employees by Department
Wellington Shields has 20 employees across 6 departments.
Departments
Number of employees
Funding Data
Wellington Shields has never raised funding before.
Wellington Shields Tech Stack
Discover the technologies and tools that power Wellington Shields's digital infrastructure, from frameworks to analytics platforms.
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Frequently asked questions
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