Alan Sasserath, financial advisor Melville NY

Alan Sasserath

CRD 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.

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Company Name Location Dates Years
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
Contact Info for Alan R. Sasserath
Phone Number: 516-605-2215
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
    105
    MILLIONS
  • Total Number of Accounts
    236
    ACCOUNTS
  • Average Account Value
    $446,460
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

CA, MO, NJ, NY

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