Shelter Rock Management, LLC
Shelter Rock Management, LLC (CRD# 142739) is a financial advisory firm headquartered in Jericho, NY. They manage $105,364,554 in 236 accounts and serve the financial needs of clients across 4 states (or territories).
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Total Assets Under Management105MILLION
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Total Number of Accounts236ACCOUNTS
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Average Account Value$446,460
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses

CA, MO, NJ, NY
Sean Chaitman (CRD# 2499707) 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.
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.
Tara Miller (CRD# 2824504) is an Investment Advisor Representative working at Shelter Rock Management, LLC in Jericho, NY and has over 23 years of experience in the finance industry.
Alan Sasserath (CRD# 4697788) 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.
Gregory Zoraian (CRD# 3239798) is an Investment Advisor Representative working at Shelter Rock Management, LLC in Melville, NY and has over 21 years of experience in the finance industry.