Robert Schpoont (CRD# 3232497) is an Investment Advisor Representative working at North Shore Asset Management, LLC in Lloyd Harbor, NY and has over 24 years of experience in the finance industry.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| North Shore Asset Management, LLC | New York, NY | Jan 2004 - Current | 20 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 1999 |
| S65 | NASAA Investment Advisors Law Examination | Sep 1999 |
- NJ
- NY
- TX
-
Total Assets Under Management64MILLIONS
-
Total Number of Accounts130ACCOUNTS
-
Average Account Value$489,822
- A percentage of assets under your management
- Hourly charges
- Portfolio management for individuals and/or small businesses
- Other
FL, NJ, NY, TX
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