AdvisorOS Directory
Claim Profile
Unclaimed Profile
RS

Robert Jeffrey Schpoont

NORTH SHORE ASSET MANAGEMENT, LLC·COLD SPRING HARBOR, New York
Clean recordNORTH SHORE ASSET MANAGEMENT, LLC
147 MAIN STREET, COLD SPRING HARBOR, NY 11724CRD# 3232497Firm CRD# 119487

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Robert Jeffrey Schpoont · COLD SPRING HARBOR, NY
Registration
CRD #3232497 · NORTH SHORE ASSET MANAGEMENT, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Robert Jeffrey Schpoont is a registered financial advisor based in COLD SPRING HARBOR, New York, affiliated with NORTH SHORE ASSET MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Client Types
Individuals
Introduction

Speak with Robert

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

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

03

Firm Overview

Firm
NORTH SHORE ASSET MANAGEMENT, LLC
NORTH SHORE ASSET MANAGEMENT, LLC
AUM
$64M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at NORTH SHORE ASSET MANAGEMENT, LLC →
Services
Portfolio management (individuals)
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 3232497
Firm CRD# 119487
View on FINRA BrokerCheck →

Looking for a financial advisor in COLD SPRING HARBOR?

Browse all registered financial advisors in COLD SPRING HARBOR, New York or claim this profile if it's yours.

Browse COLD SPRING HARBOR AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Robert Jeffrey Schpoont offer?
Robert Jeffrey Schpoont specializes in Investment Management. Contact their office in COLD SPRING HARBOR, New York for a consultation.
What are Robert Jeffrey Schpoont's credentials?
Robert Jeffrey Schpoont is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Robert Jeffrey Schpoont located?
Robert Jeffrey Schpoont is based in COLD SPRING HARBOR, New York, working with NORTH SHORE ASSET MANAGEMENT, LLC. Their office serves clients in the COLD SPRING HARBOR metropolitan area and surrounding communities.
How does Robert Jeffrey Schpoont charge for services?
Robert Jeffrey Schpoont's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is NORTH SHORE ASSET MANAGEMENT, LLC?
NORTH SHORE ASSET MANAGEMENT, LLC has approximately 1 employees and manages $64M 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 →

More Advisors in COLD SPRING HARBOR, New York

Robert Francis Taglich
TAGLICH BROTHERS, INC.·COLD SPRING HARBOR, NY
Alexander Prylucki
LLOYD HARBOR CAPITAL MANAGEMENT, LLC·COLD SPRING HARBOR, NY
Michael Nicholas Taglich
TAGLICH BROTHERS, INC.·COLD SPRING HARBOR, NY
Richard C Oh
TAGLICH BROTHERS, INC.·COLD SPRING HARBOR, NY
Ryan Gregory Caldwell
AIML TRADING PARTNERS LLC·COLD SPRING HARBOR, NY
Timothy James Rotolo
LLOYD HARBOR CAPITAL MANAGEMENT, LLC·COLD SPRING HARBOR, NY

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in New York
NEW YORK (19803)ROCHESTER (219)WHITE PLAINS (203)PURCHASE (160)SYRACUSE (160)BUFFALO (132)BROOKLYN (131)ALBANY (124)RYE (123)NEW YORK CITY (113)
City Guides
NEW YORK GuideROCHESTER GuideWHITE PLAINS GuidePURCHASE GuideSYRACUSE Guide
Research
Advisor Fees in New YorkNational Fee Analysis
Request removal of this profile