Alan SasserathCRD Number: 4697788
Current Firm: Shelter Rock Management, LLC
Alan Sasserath (CRD# 4697788) is an Investment Advisor Representative working at Shelter Rock Management, LLC in Melville, NY and has over 17 years of experience in the finance industry.
Park Avenue Securities LLC
Citigroup Global Markets Inc.
J.p. Morgan Securities LLC
|Shelter Rock Management, LLC||Jericho, NY||Feb 2014 - Current||6|
|Ameriprise Financial Services Inc.||New York, NY||Jun 2012 - Current||8|
|Sasserath & Zoraian, LLP||East Northport, NY||Nov 1995 - Current||25|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 2003|
|S65||NASAA Investment Advisors Law Examination||Jan 2007|
Total Assets Under Management105MILLIONS
Total Number of Accounts236ACCOUNTS
Average Account Value$446,460
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
CA, MO, NJ, NY
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