Shield Wealth Advisors
RIA
Firm record
As recorded in SEC IAPD
- Firm CRD
- 309538
- SEC number
- 801-119094
- Firm type
- RIA
- Assets under management
- $68.4M as of Jan 30, 2026
- Website
- www.shield457.com ↗
- Phone
- 833-457-1040
- Address
- 2809 Wehrle Drive, Williamsville, NY, 14221
Advisors at this firm
3 in our index · page 1 of 1
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John William HaberstroCRD 4754069 · Williamsville, NYIA RegisteredRegistration inactive
-
Dawn M RobinsonCRD 6796722 · Williamsville, NYIA Registered
-
Brendan J TaylorCRD 7183763 · Williamsville, NYIA Registered
1–3 of 3
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 309538 ↗
FINRA BrokerCheck record for firm CRD 309538 ↗
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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.
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