Sharek's Stock Portfolio Management
Sharek's Stock Portfolio Management (CRD# 144822) is a financial advisory firm headquartered in New York, NY. They manage $3,519,055 in 32 accounts and serve the financial needs of clients across 3 states (or territories).
Total Assets Under Management4MILLION
Total Number of Accounts32ACCOUNTS
Average Account Value$109,970
- A percentage of assets under your management
- Subscription fees (for a newsletter or periodical)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Publication of periodicals or newsletters
- Educational seminars/workshops
MS, NY, TN
David Sharek (CRD# 3208420) is an Investment Advisor Representative working at Sharek's Stock Portfolio Management in New York, NY and has over 18 years of experience in the finance industry.