Neville, Rodie & Shaw Inc.

Neville, Rodie & Shaw Inc. (CRD# 104969) is a financial advisory firm headquartered in New York, NY. They manage $1,371,019,948 in 957 accounts and serve the financial needs of clients across 24 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,371
    MILLION
  • Total Number of Accounts
    957
    ACCOUNTS
  • Average Account Value
    $1,432,623
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, TN, TX, VA, VT, WA

Financial Advisors at Neville, Rodie & Shaw Inc.
Showing 1 - 4 of 4 top financial advisors.
1
Jeffrey N. Coe
CRD#: 1190471
200 Madison Ave, New York, NY 10016
93
Wealthminder
score

Jeffrey Coe (CRD# 1190471) is an Investment Advisor Representative working at Neville, Rodie & Shaw Inc. in New York, NY and has over 24 years of experience in the finance industry.

2
Charles B. Johnson
CRD#: 1729858
200 Madison Avenue, New York, NY 10016
93
Wealthminder
score

Charles Johnson (CRD# 1729858) is an Investment Advisor Representative working at Neville, Rodie & Shaw Inc. in New York, NY and has over 21 years of experience in the finance industry.

3
Mark A. Traver
CRD#: 5286350
200 Madison Ave, New York, NY 10016
90
Wealthminder
score

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.

4
Reed W. Choate
CRD#: 6216153
200 Madison Ave, New York, NY 10016
87
Wealthminder
score

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.

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