Gregory Zoraian, financial advisor Commack NY

Gregory Zoraian

CRD Number: 3239798
Current Firm: Shelter Rock Management, LLC

Gregory Zoraian (CRD# 3239798) is an Investment Advisor Representative working at Shelter Rock Management, LLC in Commack, NY and has over 24 years of experience in the finance industry.

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Company Name Location Dates Years
Grassi & Company Jericho, NY Jul 2021 - Current 2
Shelter Rock Management, LLC Jericho, NY Feb 2014 - Current 9
Sasserath & Zoraian LLP East Northport, NY Jan 1997 - Jul 2021 24
Ameriprise Financial Services Inc. New York, NY Oct 2011 - Feb 2014 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1999
S65 NASAA Investment Advisors Law Examination Dec 2007
Contact Info for Gregory S. Zoraian
Phone Number: 516-605-2215
Registered State(s):
  • NY
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States


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