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).

Current Firm Details
375 North Broadway, Suite 207, Jericho, NY 11753
https://www.shelterrockmanagement.com
By the Numbers
  • Total Assets Under Management
    158
    MILLION
  • Total Number of Accounts
    266
    ACCOUNTS
  • Average Account Value
    $593,188
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • 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, NY, SC

Financial Advisors at Shelter Rock Management, LLC
Showing 1 - 5 of 5 top financial advisors.
1
Sean Chaitman, financial advisor Jericho NY
Sean E. Chaitman
CRD#: 2499707
375 North Broadway, Suite 207, Jericho, NY 11753

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.

2
Andrew Frank, financial advisor Jericho NY
Andrew K. Frank
CRD#: 2199115
375 North Broadway, Suite 207, Jericho, NY 11753

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.

3
Gregory Zoraian, financial advisor Commack NY
Gregory S. Zoraian
CRD#: 3239798
Commack, NY

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.

4
Jeffrey Barnett, financial advisor Greenville SC
Jeffrey L. Barnett
CRD#: 4410315
Greenville, SC

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.

5
Daniel Hickey, financial advisor Bronx NY
Daniel D. Hickey
CRD#: 2076001
Bronx, NY

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.

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.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

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