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Sean Edward Chaitman

SHELTER ROCK MANAGEMENT, LLC·JERICHO, New York
Series 7, Series 63, Series 65Clean record16 years registeredSHELTER ROCK MANAGEMENT, LLC
375 NORTH BROADWAY, JERICHO, NY 11753CRD# 2499707Firm CRD# 142739

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Sean Edward Chaitman · JERICHO, NY
Registration
CRD #2499707 · SHELTER ROCK MANAGEMENT, LLC · 16 years registered
Brand Profile
Not yet started
01

Career History

SHELTER ROCK MANAGEMENT, LLC
Jun 2010 – present
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 63
Series 65
Registration record
First registered · June 8, 2010
Years registered · 16
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
SHELTER ROCK MANAGEMENT, LLC
CRD 142739 · SEC 801-77651
AUM
$173M
Regulatory assets under management
Employees
7
272 client accounts
Services offered by SHELTER ROCK MANAGEMENT, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at SHELTER ROCK MANAGEMENT, LLC →
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Frequently Asked Questions

What services does Sean Edward Chaitman offer?
Sean Edward Chaitman specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in JERICHO, New York for a consultation.
What are Sean Edward Chaitman's credentials?
Sean Edward Chaitman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Sean Edward Chaitman located?
Sean Edward Chaitman is based in JERICHO, New York, working with SHELTER ROCK MANAGEMENT, LLC. Their office serves clients in the JERICHO metropolitan area and surrounding communities.
How does Sean Edward Chaitman charge for services?
Sean Edward Chaitman's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SHELTER ROCK MANAGEMENT, LLC?
SHELTER ROCK MANAGEMENT, LLC has approximately 7 employees and manages $173M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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