Be advised. This firm is no longer registered.

David I Shactman, Retirement Income Advisor

David I Shactman, Retirement Income Advisor (CRD# 106818) is a financial advisory firm headquartered in South Orleans, MA. They manage $31,386,687 in 54 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    31
    MILLION
  • Total Number of Accounts
    54
    ACCOUNTS
  • Average Account Value
    $581,235
Compensation Options
  • Hourly charges
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

MA

Financial Advisors at David I Shactman, Retirement Income Advisor
No Advisor Found.
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