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David Howard Shore

CLARFELD FINANCIAL ADVISORS, LLC·TARRYTOWN, New York
Unclaimed Profile
520 WHITE PLAINS ROAD, TARRYTOWN, NY 10591CRD# 2106767Firm CRD# 106743
01

About

David Howard Shore is a registered financial advisor based in TARRYTOWN, New York, affiliated with CLARFELD FINANCIAL ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Client Types
Individuals
03

Firm Overview

Firm
CLARFELD FINANCIAL ADVISORS, LLC
CLARFELD
AUM
$12.7B
Regulatory assets under management
Employees
160
Total firm employees
View all advisors at CLARFELD FINANCIAL ADVISORS, LLC →
Services
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2106767
Firm CRD# 106743
4 disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does David Howard Shore offer?
David Howard Shore specializes in Investment Management, Wealth Management. Contact their office in TARRYTOWN, New York for a consultation.
What are David Howard Shore's credentials?
David Howard Shore is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David Howard Shore located?
David Howard Shore is based in TARRYTOWN, New York, working with CLARFELD FINANCIAL ADVISORS, LLC. Their office serves clients in the TARRYTOWN metropolitan area and surrounding communities.
How does David Howard Shore charge for services?
David Howard Shore's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CLARFELD FINANCIAL ADVISORS, LLC?
CLARFELD FINANCIAL ADVISORS, LLC has approximately 160 employees and manages $12.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in TARRYTOWN
James Allen Schwartz — HARVEY PARTNERS, LLCAnthony Felix Cimini — HARVEY PARTNERS, LLCJared Michael Cohen — ONYX BRIDGE WEALTH GROUP LLCMichael D Hans — CLARFELD FINANCIAL ADVISORS, LLCJeffrey Craig Moskowitz — HARVEY PARTNERS, LLC
Nearby cities in New York
NEW YORK (19803)ROCHESTER (219)WHITE PLAINS (203)PURCHASE (160)SYRACUSE (160)
City Guides
NEW YORK GuideROCHESTER GuideWHITE PLAINS GuidePURCHASE GuideSYRACUSE Guide
Research
Advisor Fees in New YorkNational Fee Analysis
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