Be advised. This firm is no longer registered.

Pelion Investment Advisors, Inc.

Pelion Investment Advisors, Inc. (CRD# 138400) is a financial advisory firm headquartered in New York, NY. They manage $5,500,000 in 2 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
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.


Financial Advisors at Pelion Investment Advisors, Inc.
Showing 1 - 1 of 1 top financial advisors.
Robert I. Shapiro
CRD#: 420115
369 Lexington Avenue Suite 311, New York, NY 10017

Robert Shapiro (CRD# 420115) is an Investment Advisor Representative working at Pelion Investment Advisors, Inc. in New York, NY and has over 17 years of experience in the finance industry.

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