Shaker Financial Services

Shaker Financial Services (CRD# 121534) is a financial advisory firm headquartered in Annapolis, MD. They manage $141,831,540 in 505 accounts and serve the financial needs of clients across 12 states (or territories).

Current Firm Details
839 Bestgate Road, Suite 400, Annapolis, MD 21401
http://www.shakerfinancial.com
By the Numbers
  • Total Assets Under Management
    142
    MILLION
  • Total Number of Accounts
    505
    ACCOUNTS
  • Average Account Value
    $280,855
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
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, DC, FL, IL, MD, MO, NC, NJ, NM, NY, TX, VA

Financial Advisors at Shaker Financial Services
Showing 1 - 4 of 4 top financial advisors.
1
Daniel Gordon, financial advisor Sewell NJ
Daniel R. Gordon
CRD#: 5235977
Sewell, NJ
93
Wealthminder
score

Daniel Gordon (CRD# 5235977) is an Investment Advisor Representative working at Shaker Financial Services in Sewell, NJ and has over 11 years of experience in the finance industry.

2
Robert Shaker, financial advisor Annapolis MD
Robert M. Shaker
CRD#: 4865114
839 Bestgate Road, Suite 400, Annapolis, MD 21401
93
Wealthminder
score

Robert Shaker (CRD# 4865114) is an Investment Advisor Representative working at Shaker Financial Services in Annapolis, MD and has over 12 years of experience in the finance industry.

3
Kathryn Martinez, financial advisor Annapolis MD
Kathryn C. Martinez
CRD#: 6391832
839 Bestgate Road, Suite 400, Annapolis, MD 21401
90
Wealthminder
score

Kathryn Martinez (CRD# 6391832) is an Investment Advisor Representative working at Shaker Financial Services in Annapolis, MD and has over 3 years of experience in the finance industry.

4
Richard Shaker, financial advisor Annapolis MD
Richard J. Shaker
CRD#: 5269230
839 Bestgate Road, Suite 400, Annapolis, MD 21401
63
Wealthminder
score

Richard Shaker (CRD# 5269230) is an Investment Advisor Representative working at Shaker Financial Services in Annapolis, MD and has over 11 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.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

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