Gregory Zoraian, financial advisor Melville 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 Melville, NY and has over 21 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 Oct 2011 - Current 9
Sasserath & Zoraian LLP East Northport, NY Jan 1997 - Current 24
Guardian Life Insurance Of America New York, NY May 1999 - Oct 2011 12
Park Avenue Securities LLC Bayside, NY Jun 1999 - Sep 2011 12
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):
  • NJ
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
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States


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