Shamrock Financial Services

Shamrock Financial Services (CRD# 151857) is a financial advisory firm headquartered in Woodcliff Lake, NJ. They serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Fixed fees (other than subscription fees)
  • Performance-based fees
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

Financial Advisors at Shamrock Financial Services
Showing 1 - 1 of 1 top financial advisors.
1
Seamus T. Caulfield
CRD#: 2364632
50 Tice Blvd, Suite 340, Woodcliff Lake, NJ 07677
93
Wealthminder
score

Seamus Caulfield (CRD# 2364632) is an Investment Advisor Representative working at Shamrock Financial Services in Woodcliff Lake, NJ and has over 23 years of experience in the finance industry.

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