Daniel HickeyCRD Number: 2076001
Current Firm: Shelter Rock Management, LLC
Daniel Hickey (CRD# 2076001) is an Investment Advisor Representative working at Shelter Rock Management, LLC in Bronx, NY and has over 32 years of experience in the finance industry.
Financial Life Focus, LLC
|Shelter Rock Management, LLC||Jericho, NY||Oct 2022 - Current||< 1|
|Houlihan Lawrence||Rye Brook, NY||Nov 2015 - Current||7|
|Stepping Stones Management, LLC||New York, NY||Nov 2005 - Sep 2022||16|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 1990|
|S65||NASAA Investment Advisors Law Examination||Apr 2022|
Total Assets Under Management158MILLIONS
Total Number of Accounts266ACCOUNTS
Average Account Value$593,188
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA, MO, NY, SC
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