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Herbert Martin Shanzer

Shanzer Management

Westford, MA

CRD 4725730

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Employer firm

Shanzer Management CRD 124452

$5.22M regulatory AUM 2 advisory clients

Reported services (Item 5G)

  • Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers
Shanzer Management

Westford, MA • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 1995-08-31
  • MA RA
    APPROVED
    Since 1995-08-31

Branch Locations

Westford, MA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Shanzer Management Westford MA 07/1995 Present

View on SEC IAPD

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