Wellington Shields and Co Overview

$10m+
Est Annual Revenue
$2bn-$3bn
AUM

Company Details

Wellington Shields & Co. LLC was formed in 2009 by combining H.G. Wellington & Co. dating back to 1925 and Shields & Company founded in 1982. It is a New York Stock Exchange member firm providing full service brokerage to institutions and high net worth individual and family accounts.

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.

Locations

Location
140 Broadway, 44th Floor, 10005 NY
United States

WSO Company Database Comparison Table

Get Full Access

  • Free 1 month access by adding just 1 salary datapoint here
  • REAL salary bonus data across 1,000+ companies
  • Plus free 1 month access to 10,000+ interview insights

Wellington Shields and Co Interview Questions

Year
Job Title
Group/Division
Location
Experience
Difficulty
Assistant
Year 2015
Job Title Assistant
Group/Division Fixed Income
Location New York
Experience
Very Positive
Difficulty
Easy