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Robert M. Shaker

Shaker Financial Services

Annapolis, MD

Arlington, VA

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Current Employers
Shaker Financial Services

1997 Annapolis Exchange Parkway Suite 300-349, Annapolis, MD 21401 • United States

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2024-07-31
TX RA APPROVED_RES 2015-04-22
VA RA APPROVED 2006-03-14
  • MD RA
    APPROVED
    Since 2024-07-31
  • TX RA
    APPROVED_RES
    Since 2015-04-22
  • VA RA
    APPROVED
    Since 2006-03-14

Branch Locations

1997 Annapolis Exchange Parkway Suite 300-349, Annapolis, MD 21401 • United States

1100 N. Glebe Road Suite 1010, Arlington, VA 22201 • 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
Shaker Financial Services, Llc Annapolis MD 08/2004 Present
  • 08/2004 → Present
    Shaker Financial Services, Llc
    Annapolis, MD
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2005-09-29
  • S65 Uniform Investment Adviser Law Examination
    2005-09-29

View on SEC IAPD

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Other Offices

AMERIPRISE FINANCIAL SERVICES, LLC · ANNAPOLIS, MD
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · ANNAPOLIS, MD
CETERA INVESTMENT ADVISERS LLC · Annapolis, MD
RCS FINANCIAL PLANNING, LLC · ANNAPOLIS, MD
AMERIPRISE FINANCIAL SERVICES, LLC · Annapolis, MD
MARINER INDEPENDENT · Annapolis, MD
EQUITABLE ADVISORS, LLC · ANNAPOLIS, MD
WELLS FARGO CLEARING SERVICES, LLC · ANNAPOLIS, MD

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