Unclaimed Profile

Jeffrey Alan Rex

ROCKSHELTER CAPITAL MANAGEMENT LLC·CANONSBURG, Pennsylvania

Series 2, Series 63, Series 65Clean record34 years registeredROCKSHELTER CAPITAL MANAGEMENT LLC

4000 TOWN CENTER BOULEVARD, CANONSBURG, PA 15317CRD# 2513385Firm CRD# 169562

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jeffrey Alan Rex · CANONSBURG, PA

Registration

CRD #2513385 · ROCKSHELTER CAPITAL MANAGEMENT LLC · 34 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: ROCKSHELTER CAPITAL MANAGEMENT LLC

ROCKSHELTER CAPITAL MANAGEMENT LLC

Dec 2013 – Oct 2020

CANONSBURG, PA

QUAKER CAPITAL MANAGEMENT CORP

Oct 1991 – Dec 2013

CANONSBURG, PA

Registrations & Exams

FINRA examinations passed

Series 2

Series 63

Series 65

Registration record

First registered · October 30, 1991

Years registered · 34

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ROCKSHELTER CAPITAL MANAGEMENT LLC

CRD 169562 · SEC 801-78811

AUM

$330M

Regulatory assets under management

Employees

160 client accounts

Services offered by ROCKSHELTER CAPITAL MANAGEMENT LLC

Per Form ADV

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

View all advisors at ROCKSHELTER CAPITAL MANAGEMENT LLC →

Introduction

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Frequently Asked Questions

What services does Jeffrey Alan Rex offer?

Jeffrey Alan Rex specializes in Investment Management, Fee-Only Advisory.

What are Jeffrey Alan Rex's credentials?

Jeffrey Alan Rex is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jeffrey Alan Rex located?

Jeffrey Alan Rex is based in CANONSBURG, Pennsylvania, last registered with ROCKSHELTER CAPITAL MANAGEMENT LLC.

How does Jeffrey Alan Rex charge for services?

Jeffrey Alan Rex'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 ROCKSHELTER CAPITAL MANAGEMENT LLC?

ROCKSHELTER CAPITAL MANAGEMENT LLC has approximately 4 employees and manages $330M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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