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).
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Total Assets Under Management51MILLION
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Total Number of Accounts268ACCOUNTS
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Average Account Value$189,834
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
FL, NY, TX
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.
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.
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.