Shaker Financial Services

Shaker Financial Services (CRD# 121534) is a financial advisory firm headquartered in Annapolis, MD. They manage $228,387,456 in 633 accounts and serve the financial needs of clients across 17 states (or territories).

Current Firm Details
1906 Towne Centre Blvd., Suite 265, Annapolis, MD 21401
http://www.shakerfinancial.com
By the Numbers
  • Total Assets Under Management
    228
    MILLION
  • Total Number of Accounts
    633
    ACCOUNTS
  • Average Account Value
    $360,802
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
The map below shows states where this firm has explicit registration only.

AZ, CA, CO, DC, FL, IL, MD, MO, NC, NJ, NM, NY, OK, OR, TX, VA, WA

Financial Advisors at Shaker Financial Services
Showing 1 - 3 of 3 top financial advisors.
1
Daniel Gordon, financial advisor Sewell NJ
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 17 years of experience in the finance industry.

2
Kathryn Martinez, financial advisor Annapolis MD
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 9 years of experience in the finance industry.

3
Robert Shaker, financial advisor Annapolis MD
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 18 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.

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