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 is classified in public records as an investment bank. The firm first registered with the SEC in 1992 and is listed as individually owned. Filings identify it neither as a capital allocator nor as an active ESG investor; it is also not reported as a multi-state adviser or a pension consultant. The firm did not provide detail on its advisory or business activities in the source data.
Assets & Accounts
Investments & Alternatives
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 7
Kevin Jolley
Managing DirectorCRD 4047876
Darwin Olympia
Managing DirectorCRD 4207986
Christopher Nicholas
Managing PartnerCRD 5260410
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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