Walter & Shuffain Financial Services, LLC

Walter & Shuffain Financial Services, LLC (CRD# 147347) is a financial advisory firm headquartered in Boston, MA. They serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Other
Advisory Services Offered
  • Other
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.

MA

Financial Advisors at Walter & Shuffain Financial Services, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Burton R. Gesserman
CRD#: 4162566
One International Place, 10th Floor, Boston, MA 02110
93
Wealthminder
score

Burton Gesserman (CRD# 4162566) is an Investment Advisor Representative working at Walter & Shuffain Financial Services, LLC in Boston, MA and has over 17 years of experience in the finance industry.

2
Craig D. Shuffain
CRD#: 4162430
One International Place, 10th Floor, Boston, MA 02110
93
Wealthminder
score

Craig Shuffain (CRD# 4162430) is an Investment Advisor Representative working at Walter & Shuffain Financial Services, LLC in Boston, MA and has over 17 years of experience in the finance industry.

3
Jonathan O. Yorks
CRD#: 4162492
One International Place, 10th Floor, Boston, MA 02110
93
Wealthminder
score

Jonathan Yorks (CRD# 4162492) is an Investment Advisor Representative working at Walter & Shuffain Financial Services, LLC in Boston, MA and has over 17 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.