Neville, Rodie & Shaw Inc.

Neville, Rodie & Shaw Inc. (CRD# 104969) is a financial advisory firm headquartered in New York, NY. They manage $1,461,227,958 in 857 accounts and serve the financial needs of clients across 23 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,461
    MILLION
  • Total Number of Accounts
    857
    ACCOUNTS
  • Average Account Value
    $1,705,050
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
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.

CA, CO, CT, DC, DE, FL, GA, LA, MA, MD, ME, MT, NC, NH, NJ, NY, OR, PA, SC, TX, VA, VT, WA

Financial Advisors at Neville, Rodie & Shaw Inc.
Showing 1 - 4 of 4 top financial advisors.
1
Reed W. Choate
CRD#: 6216153
200 Madison Ave, New York, NY 10016

Reed Choate (CRD# 6216153) is an Investment Advisor Representative working at Neville, Rodie & Shaw Inc. in New York, NY and has 1 year of experience in the finance industry.

2
Mark A. Traver
CRD#: 5286350
200 Madison Ave, New York, NY 10016

Mark Traver (CRD# 5286350) is an Investment Advisor Representative working at Neville, Rodie & Shaw Inc. in New York, NY and has 1 year of experience in the finance industry.

3
Matthew P. Devine
CRD#: 6211394
200 Madison Ave, New York, NY 10016

Matthew Devine (CRD# 6211394) is an Investment Advisor Representative working at Neville, Rodie & Shaw Inc. in New York, NY and has 1 year of experience in the finance industry.

4
Sheila N. Scott
CRD#: 2224763
200 Madison Ave, New York, NY 10016

Sheila Scott (CRD# 2224763) is an Investment Advisor Representative working at Neville, Rodie & Shaw Inc. in New York, NY and has over 28 years of experience in the finance industry.

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