Sean Chaitman (CRD# 2499707) is an Investment Advisor Representative working at Shelter Rock Management, LLC in Jericho, NY and has over 28 years of experience in the finance industry.
CRD# 2377452
Mml Investors Services, LLC
CRD# 6306654
Citigroup Global Markets Inc.
CRD# 6682849
Ubs Financial Services Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Shelter Rock Management, LLC | Jericho, NY | Nov 2006 - Current | 17 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 1995 |
| S65 | NASAA Investment Advisors Law Examination | Sep 2006 |
- CA
- MO
- NY
-
Total Assets Under Management173MILLIONS
-
Total Number of Accounts272ACCOUNTS
-
Average Account Value$636,207
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA, MO, NY, SC
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