Sean ChaitmanCRD Number: 2499707
Current Firm: Shelter Rock Management, LLC
Sean Chaitman (CRD# 2499707) is an Investment Advisor Representative working at Shelter Rock Management, LLC in Jericho, NY and has over 28 years of experience in the finance industry.
Cetera Investment Advisers LLC
American Portfolios Advisors, Inc.
|Shelter Rock Management, LLC||Jericho, NY||Nov 2006 - Current||16|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 1995|
|S65||NASAA Investment Advisors Law Examination||Sep 2006|
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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