Shelter Rock Management, LLC
Shelter Rock Management, LLC (CRD# 142739) is a financial advisory firm headquartered in Jericho, NY. They manage $157,788,005 in 266 accounts and serve the financial needs of clients across 4 states (or territories).
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Total Assets Under Management158MILLION
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Total Number of Accounts266ACCOUNTS
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Average Account Value$593,188
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses

CA, MO, NY, SC
Sean Chaitman (CRD# 2499707) is an Investment Advisor Representative working at Shelter Rock Management, LLC in Jericho, NY and has over 27 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.
Gregory Zoraian (CRD# 3239798) is an Investment Advisor Representative working at Shelter Rock Management, LLC in Commack, NY and has over 23 years of experience in the finance industry.
Jeffrey Barnett (CRD# 4410315) is an Investment Advisor Representative working at Shelter Rock Management, LLC in Greenville, SC and has over 2 years of experience in the finance industry.
Daniel Hickey (CRD# 2076001) is an Investment Advisor Representative working at Shelter Rock Management, LLC in Bronx, NY and has over 32 years of experience in the finance industry.