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Robert Jacobs Shanfield

LANDMARK EQUITY ADVISORS LLC·SIMSBURY, Connecticut
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ATTN: ANTOINETTE LAZARUS, SIMSBURY, CT 06070-2429CRD# 1719967Firm CRD# 108543
01

About

Robert Jacobs Shanfield is a registered financial advisor based in SIMSBURY, Connecticut, affiliated with LANDMARK EQUITY ADVISORS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
LANDMARK EQUITY ADVISORS LLC
LANDMARK EQUITY ADVISORS LLC
AUM
$18.9B
Regulatory assets under management
Employees
65
Total firm employees
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 1719967
Firm CRD# 108543
3 disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Robert Jacobs Shanfield offer?
Robert Jacobs Shanfield specializes in Retirement Planning. Contact their office in SIMSBURY, Connecticut for a consultation.
What are Robert Jacobs Shanfield's credentials?
Robert Jacobs Shanfield is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Robert Jacobs Shanfield located?
Robert Jacobs Shanfield is based in SIMSBURY, Connecticut, working with LANDMARK EQUITY ADVISORS LLC. Their office serves clients in the SIMSBURY metropolitan area and surrounding communities.
How does Robert Jacobs Shanfield charge for services?
Robert Jacobs Shanfield's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is LANDMARK EQUITY ADVISORS LLC?
LANDMARK EQUITY ADVISORS LLC has approximately 65 employees and manages $18.9B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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