ZagTrader OMS integration · Broker-dealer · United States
Connect to Wellington Shields & Co. through ZagTrader
Route orders to Wellington Shields & Co. from ZagTrader's OMS/EMS through ZagFN, with risk checks and post-trade built in.
Who is Wellington Shields & Co.?
Wellington Shields & Co. is an independent broker-dealer and wealth management firm based in New York City. The firm was founded in 1925 as H.G. Wellington, and in 2009 it merged with Shields & Co. to form the present Wellington Shields. Its head office is on Broad Street in Lower Manhattan, and it has branch offices elsewhere in New York State and in New England.
Wellington Shields works with individuals, families and businesses, offering wealth management and investment management with planning that takes account of clients' businesses and family circumstances. The firm invests alongside its clients. Shields & Co. was founded by David Shields, who spent decades on the floor of the New York Stock Exchange.
Wellington Shields publishes market commentary and research for clients, including an equities perspective series that draws on technical market indicators and a weekly US strategy report. Client accounts are held through a third-party clearing and custody firm, and clients have online and mobile access to their accounts and to financial planning and reporting tools.
What Wellington Shields & Co. offers
- Wealth management
- Investment management
- Securities brokerage
- Financial planning
- Market research and commentary
How ZagTrader connects and routes to Wellington Shields & Co.
Where a client has an account with Wellington Shields & Co., ZagTrader routes orders to it over FIX through ZagFN, alongside every other broker on the same blotter, with pre-trade checks first and fills booked straight back. Execution is provided by Wellington Shields & Co. under the client's own arrangements.
Routing to North America
For desks in the Middle East, Europe and Asia, North American brokers are the usual route into US and Canadian equities, options and fixed income. ZagFN carries that flow over one managed connection, so the US and Canadian sessions run through the same blotter, risk checks and post-trade as your home markets.
More destinations in the United States
Part of the ZagFN network
Wellington Shields & Co. is one of 1,100+ routing destinations reachable through ZagFN, ZagTrader's managed trading network, from the same OMS/EMS, risk checks and post-trade.
Connect to Wellington Shields & Co.
Route to Wellington Shields & Co. from one OMS/EMS, with risk checks and post-trade built in. Book a demo and we will walk you through the connection.