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 the dataset as an investment bank. The firm has been SEC-registered since 1992 and is owned by an individual. The record does not include descriptive information about business lines, client segments, fee schedules, or advisory mandates. The profile indicates Shields & Company is not identified as a capital allocator, is not an active ESG investor, and is not recorded as a multi-state adviser, pension consultant, or related adviser.
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 8
Alexander 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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