Shelter Rock Management, LLC
RIA
Firm record
As recorded in SEC IAPD
- Firm CRD
- 142739
- SEC number
- 801-77651
- Firm type
- RIA
- Assets under management
- $232.0M as of Mar 20, 2026
- Website
- www.shelterrockmanagement.com ↗
- Phone
- 516-605-2215
- Address
- 375 North Broadway, Jericho, NY, 11753
Advisors at this firm
4 in our index · page 1 of 1
-
Sean Edward ChaitmanCRD 2499707 · Jericho, NYIA Registered
-
Andrew Kerr FrankCRD 2199115 · Jericho, NYIA Registered
-
Daniel Daly HickeyCRD 2076001 · Bronx, NYIA Registered
-
Gregory Sam ZoraianCRD 3239798 · Commack, NYIA Registered
1–4 of 4
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
SEC IAPD record for firm CRD 142739 ↗
FINRA BrokerCheck record for firm CRD 142739 ↗
BrokerCheck Terms of Use ↗
Report a data error on this page →
Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.
Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.