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
P.o. Box 659, South Orleans, MA 02662
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
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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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