Shareks Stock Portfolios

Shareks Stock Portfolios (CRD# 144822) is a financial advisory firm headquartered in , . They manage $7,383,523 in 43 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
http://shareks.com
By the Numbers
  • Total Assets Under Management
    7
    MILLION
  • Total Number of Accounts
    43
    ACCOUNTS
  • Average Account Value
    $171,710
Compensation Options
  • A percentage of assets under your management
  • Subscription fees (for a newsletter or periodical)
Advisory Services Offered
  • 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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

MS, NY, TN

Financial Advisors at Shareks Stock Portfolios
Showing 1 - 1 of 1 top financial advisors.
1
David Sharek, financial advisor Jacksonville FL
David E. Sharek
CRD#: 3208420
Jacksonville, FL

David Sharek (CRD# 3208420) is an Investment Advisor Representative working at Shareks Stock Portfolios in Jacksonville, FL and has over 24 years of experience in the finance industry.

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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