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Sean Edward Chaitman

SHELTER ROCK MANAGEMENT, LLC·JERICHO, New York
Clean recordSHELTER 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
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Sean Edward Chaitman is a registered financial advisor based in JERICHO, New York, affiliated with SHELTER ROCK MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
SHELTER ROCK MANAGEMENT, LLC
SHELTER ROCK MANAGEMENT, LLC
AUM
$173M
Regulatory assets under management
Employees
7
Total firm employees
View all advisors at SHELTER ROCK MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 2499707
Firm CRD# 142739
View on FINRA BrokerCheck →

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05

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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