Shelter Rock Management, LLC

Shelter Rock Management, LLC (CRD# 142739) is a financial advisory firm headquartered in Jericho, NY. They manage $52,932,000 in 180 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    53
    MILLION
  • Total Number of Accounts
    180
    ACCOUNTS
  • Average Account Value
    $294,067
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, MO, NJ, NY

Financial Advisors at Shelter Rock Management, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Andrew K. Frank
CRD#: 2199115
375 North Broadway, Suite 207, Jericho, NY 11753
98
Wealthminder
score

Andrew Frank (CRD# 2199115) is an Investment Advisor Representative working at Shelter Rock Management, LLC in Jericho, NY and has over 25 years of experience in the finance industry.

 

Shelter Rock Management is an independent registered investment advisory firm that manages discretionary accounts for high net worth individuals, trusts, estates and small business retirement plans. Strategies are customized to each client's specific risk tolerance and investment needs.

2
Sean E. Chaitman
CRD#: 2499707
375 North Broadway, Suite 207, Jericho, NY 11753
93
Wealthminder
score

Sean Chaitman (CRD# 2499707) is an Investment Advisor Representative working at Shelter Rock Management, LLC in Jericho, NY and has over 21 years of experience in the finance industry.

3
Alan R. Sasserath
CRD#: 4697788
145 Pinelawn Road, Suite 200 South, Melville, NY 11747
93
Wealthminder
score

Alan Sasserath (CRD# 4697788) is an Investment Advisor Representative working at Shelter Rock Management, LLC in Melville, NY and has over 13 years of experience in the finance industry.

4
Gregory S. Zoraian
CRD#: 3239798
145 Pinelawn Road, Suite 200 South, Melville, NY 11747
93
Wealthminder
score

Gregory Zoraian (CRD# 3239798) is an Investment Advisor Representative working at Shelter Rock Management, LLC in Melville, NY and has over 17 years of experience in the finance industry.

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