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
Showing 1 - 1 of 1 top financial advisors.
1
David I. Shactman
CRD#: 2584146
South Orleans, MA
93
Wealthminder
score

David Shactman (CRD# 2584146) is an Investment Advisor Representative working at David I Shactman, Retirement Income Advisor in South Orleans, MA and has over 21 years of experience in the finance industry.

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