Shield Wealth Advisors

Shield Wealth Advisors (CRD# 309538) is a financial advisory firm headquartered in Williamsville, NY. They manage $50,875,448 in 268 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
2809 Wehrle Drive, Suite 9, Williamsville, NY 14221
https://www.shield457.com
By the Numbers
  • Total Assets Under Management
    51
    MILLION
  • Total Number of Accounts
    268
    ACCOUNTS
  • Average Account Value
    $189,834
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, NY, TX

Financial Advisors at Shield Wealth Advisors
Showing 1 - 3 of 3 top financial advisors.
1
John Haberstro, financial advisor Williamsville NY
John W. Haberstro
CRD#: 4754069
2809 Wehrle Drive, Suite 9, Williamsville, NY 14221

John Haberstro (CRD# 4754069) is an Investment Advisor Representative working at Shield Wealth Advisors in Williamsville, NY and has over 20 years of experience in the finance industry.

2
Dawn Robinson, financial advisor Williamsville NY
Dawn M. Robinson
CRD#: 6796722
2809 Wehrle Drive, Suite 9, Williamsville, NY 14221

Dawn Robinson (CRD# 6796722) is an Investment Advisor Representative working at Shield Wealth Advisors in Williamsville, NY and has over 6 years of experience in the finance industry.

3
Brendan Taylor, financial advisor Williamsville NY
Brendan J. Taylor
CRD#: 7183763
2809 Wehrle Drive, Suite 9, Williamsville, NY 14221

Brendan Taylor (CRD# 7183763) is an Investment Advisor Representative working at Shield Wealth Advisors in Williamsville, NY and has over 2 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.

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