Wellington Shields Capital Management, LLC
Wellington Shields Capital Management, LLC (CRD# 150529) is a financial advisory firm headquartered in New York, NY. They manage $908,668,439 in 480 accounts and serve the financial needs of clients across 21 states (or territories).
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Total Assets Under Management909MILLION
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Total Number of Accounts480ACCOUNTS
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Average Account Value$1,893,059
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
AZ, CA, CO, CT, DC, DE, FL, GA, MA, MD, ME, NC, NH, NJ, NY, PA, SC, TN, TX, VA, VT
Eileen Connolly (CRD# 3015310) is an Investment Advisor Representative working at Wellington Shields Capital Management, LLC in New York, NY and has over 25 years of experience in the finance industry.
Thomas Grant (CRD# 227594) is an Investment Advisor Representative working at Wellington Shields Capital Management, LLC in New York, NY and has over 32 years of experience in the finance industry.
Paul Gulden (CRD# 231863) is an Investment Advisor Representative working at Wellington Shields Capital Management, LLC in New York, NY and has over 28 years of experience in the finance industry.
John Kelly (CRD# 1550106) is an Investment Advisor Representative working at Wellington Shields Capital Management, LLC in New York, NY and has over 37 years of experience in the finance industry.
Julian Lecraw (CRD# 6412334) is an Investment Advisor Representative working at Wellington Shields Capital Management, LLC in New York, NY and has over 9 years of experience in the finance industry.
Geza Marx (CRD# 2836839) is an Investment Advisor Representative working at Wellington Shields Capital Management, LLC in New York, NY and has over 29 years of experience in the finance industry.
David Shields (CRD# 1072810) is an Investment Advisor Representative working at Wellington Shields Capital Management, LLC in New York, NY and has over 30 years of experience in the finance industry.