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Shelter Rock Management, LLC CRD 142739
$232M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
375 North Broadway Suite 207, Jericho, NY 11753 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-07-22 |
Branch Locations
375 North Broadway Suite 207, Jericho, NY 11753 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Shelter Rock Management, Llc | Jericho | NY | 09/2012 | Present |
NAME: NATIONAL EMPLOYERS COUNCIL ADDRESS: 5795 Widewaters Pkwy SYRACUSE, NY 13214 POSITION: DIRECTOR START DATE: 9/7/04 HOURS: 10-15 HOURS/YEAR-NON DURING BUSINESS HOURS (EXCEPT FOR OFF DAYS) DUTIES: AS DIRECTOR I WILL HELP GUIDE THE COMPANY'S LONG RANGE STRATEGIES AND MARKETING EFFORTS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-12-18 |
| S63 | Uniform Securities Agent State Law Examination | 2010-08-19 |
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