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Robert Jeffrey Schpoont

NORTH SHORE ASSET MANAGEMENT, LLC·COLD SPRING HARBOR, New York
Series 7, Series 63, Series 65Clean record23 years registeredNORTH 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 · 23 years registered
Brand Profile
Not yet started
01

Career History

COMPOSITION WEALTH, LLC
Oct 2025 – present
NORTH SHORE ASSET MANAGEMENT, LLC
Jan 2003 – Oct 2025
LLOYD HARBOR, NY
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 63
Series 65
Registration record
First registered · January 3, 2003
Years registered · 23
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
NORTH SHORE ASSET MANAGEMENT, LLC
CRD 119487 · SEC 801-67773
AUM
$64M
Regulatory assets under management
Employees
1
130 client accounts
Services offered by NORTH SHORE ASSET MANAGEMENT, LLC
Per Form ADV
Portfolio management (individuals)
Other
Client types served by the firm
Per Form ADV
Individuals
View all advisors at NORTH SHORE ASSET MANAGEMENT, LLC →
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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.
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