Shaker Financial Services

Shaker Financial Services (CRD# 121534) is a financial advisory firm headquartered in Annapolis, MD. They manage $125,624,882 in 520 accounts and serve the financial needs of clients across 13 states (or territories).

By the Numbers
  • Total Assets Under Management
    126
    MILLION
  • Total Number of Accounts
    520
    ACCOUNTS
  • Average Account Value
    $241,586
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, WA

Financial Advisors at Shaker Financial Services
Showing 1 - 4 of 4 top financial advisors.
1
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 10 years of experience in the finance industry.

2
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 11 years of experience in the finance industry.

3
Kathryn C. Martinez
CRD#: 6391832
839 Bestgate Road, Suite 400, Annapolis, MD 21401
88
Wealthminder
score

Kathryn Martinez (CRD# 6391832) is an Investment Advisor Representative working at Shaker Financial Services in Annapolis, MD and has over 2 years of experience in the finance industry.

4
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 9 years of experience in the finance industry.

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