SHIELD WEALTH ADVISORS, LLC.

SHIELD WEALTH ADVISORS
WILLIAMSVILLE, New York·2 registered advisors·CRD# 309538
SEC# 801-1190940833-457-1040
01

Firm Overview

AUM
$51M
Regulatory assets under management
Employees
3
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Charitable organization or education services
Compensation
Percentage of AUM
Hourly charges
03

Specialties

Financial PlanningInvestment Management
04

Advisors at SHIELD WEALTH ADVISORS, LLC.

2 registered advisors
Dawn M Robinson
WILLIAMSVILLE, New York
John William Haberstro
WILLIAMSVILLE, New York
05

Office Locations

WILLIAMSVILLE, New York
2 advisors

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Data sourced from SEC Form ADV filings. SHIELD WEALTH ADVISORS, LLC. (CRD# 309538) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.