Shaker Financial Services

Shaker Financial Services (CRD# 121534) is a financial advisory firm headquartered in Annapolis, MD. They manage $207,584,614 in 565 accounts and serve the financial needs of clients across 13 states (or territories).

By the Numbers
  • Total Assets Under Management
    208
    MILLION
  • Total Number of Accounts
    565
    ACCOUNTS
  • Average Account Value
    $367,406
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.

AZ, 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 R. Gordon
CRD#: 5235977
Sewell, NJ

Daniel Gordon (CRD# 5235977) is an Investment Advisor Representative working at Shaker Financial Services in Sewell, NJ and has over 14 years of experience in the finance industry.

2
Kathryn C. Martinez
CRD#: 6391832
1906 Towne Centre Blvd., Suite 265, Annapolis, MD 21401

Kathryn Martinez (CRD# 6391832) is an Investment Advisor Representative working at Shaker Financial Services in Annapolis, MD and has over 6 years of experience in the finance industry.

3
Richard J. Shaker
CRD#: 5269230
1906 Towne Centre Blvd., Suite 265, Annapolis, MD 21401

Richard Shaker (CRD# 5269230) is an Investment Advisor Representative working at Shaker Financial Services in Annapolis, MD and has over 13 years of experience in the finance industry.

4
Robert M. Shaker
CRD#: 4865114
1906 Towne Centre Blvd., Suite 265, Annapolis, MD 21401

Robert Shaker (CRD# 4865114) is an Investment Advisor Representative working at Shaker Financial Services in Annapolis, MD and has over 15 years of experience in the finance industry.

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