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).

By the Numbers
  • Total Assets Under Management
    4
    MILLION
  • Total Number of Accounts
    32
    ACCOUNTS
  • Average Account Value
    $109,970
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
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.

MS, NY, TN

Financial Advisors at Sharek's Stock Portfolio Management
Showing 1 - 1 of 1 top financial advisors.
1
David E. Sharek
CRD#: 3208420
230 E. 30th Street, Suite 15g, New York, NY 10016
83
Wealthminder
score

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.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.