Unclaimed Profile

Jason Alan Rotman

SHELTER GROWTH CAPITAL PARTNERS LLC·STAMFORD, Connecticut

Clean recordSHELTER GROWTH CAPITAL PARTNERS LLC

750 WASHINGTON BOULEVARD, STAMFORD, CT 06901CRD# 2531162Firm CRD# 170685

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jason Alan Rotman · STAMFORD, CT

Registration

CRD #2531162 · SHELTER GROWTH CAPITAL PARTNERS LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Jason Alan Rotman is a registered financial advisor based in STAMFORD, Connecticut, affiliated with SHELTER GROWTH CAPITAL PARTNERS LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Retirement Planning

Wealth Management

Client Types

Pension & Retirement Plans

Introduction

Speak with Jason

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Jason is the right fit? Take our 2-minute quiz →

Firm Overview

Firm

SHELTER GROWTH CAPITAL PARTNERS LLC

AUM

$2.8B

Regulatory assets under management

Employees

Total firm employees

View all advisors at SHELTER GROWTH CAPITAL PARTNERS LLC →

Services

Pension consulting

Selection of other advisers

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 2531162

Firm CRD# 170685

View on FINRA BrokerCheck →

Looking for a financial advisor in STAMFORD?

Browse all registered financial advisors in STAMFORD, Connecticut or claim this profile if it's yours.

Browse STAMFORD Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Jason Alan Rotman offer?

Jason Alan Rotman specializes in Retirement Planning, Wealth Management. Contact their office in STAMFORD, Connecticut for a consultation.

What are Jason Alan Rotman's credentials?

Jason Alan Rotman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jason Alan Rotman located?

Jason Alan Rotman is based in STAMFORD, Connecticut, working with SHELTER GROWTH CAPITAL PARTNERS LLC. Their office serves clients in the STAMFORD metropolitan area and surrounding communities.

How does Jason Alan Rotman charge for services?

Jason Alan Rotman'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 SHELTER GROWTH CAPITAL PARTNERS LLC?

SHELTER GROWTH CAPITAL PARTNERS LLC has approximately 33 employees and manages $2.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →