Shamrock Financial Services

Shamrock Financial Services (CRD# 151857) is a financial advisory firm headquartered in Woodcliff Lake, NJ. They manage $32,241,900 in 197 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
50 Tice Blvd, Suite 340, Woodcliff Lake, NJ 07677
https://www.shamrockfinancialservices.com
By the Numbers
  • Total Assets Under Management
    32
    MILLION
  • Total Number of Accounts
    197
    ACCOUNTS
  • Average Account Value
    $163,664
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NJ, NY

Financial Advisors at Shamrock Financial Services
Showing 1 - 2 of 2 top financial advisors.
1
James Caulfield, financial advisor Woodcliff Lake NJ
James T. Caulfield
CRD#: 2364632
50 Tice Blvd, Woodcliff Lake, NJ 07677

James Caulfield (CRD# 2364632) is an Investment Advisor Representative working at Shamrock Financial Services in Woodcliff Lake, NJ and has over 30 years of experience in the finance industry.

2
Shannon Blanchard, financial advisor Woodcliff Lake NJ
Shannon L. Blanchard
CRD#: 7817914
50 Tice Blvd, Suite 340, Woodcliff Lake, NJ 07677

Shannon Blanchard (CRD# 7817914) is an Investment Advisor Representative working at Shamrock Financial Services in Woodcliff Lake, NJ and has 1 year 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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