SHIELDS & COMPANY, INC.
Firm details
- Headquarters
- WALTHAM, Massachusetts
- CRD number
- 30000
- Registered since
- March 18, 1992
- Website
- www.shieldsco.com
Firm profile
FINTRXOverview
Shields & Company, Inc. is organized as a corporation and has been SEC-registered since 1992. The firm is classified in the source dataset as an investment bank and is individually owned. The profile indicates it is not positioned as a capital allocator or a multi-state investment adviser, and it does not identify itself as an active ESG investor, a pension consultant, or as part of a related-adviser structure. The dataset contains no further detail about advisory mandates, client niches, or specific business lines.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 8Alexander Berney
AnalystCRD 7797300
KEVIN JOLLEY
Managing DirectorCRD 4047876
EVAN RICKER
DirectorCRD 6054388
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
WALTHAM, MA
MIDDLESEX
Location
WALTHAM, MA
Headquartered in WALTHAM, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- MIDDLESEX
- Address
- 800 South St
- Time zone
- ET (UTC-5)
- Office locations
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