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Clinton, MA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2025-12-10 |
| TX | RA | APPROVED | 2024-04-12 |
| NC | RA | APPROVED | 2016-03-01 |
| NH | RA | APPROVED | 2013-01-17 |
| MA | RA | APPROVED | 2004-08-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Shrier Associates, Llc | Westborough | MA | 08/1988 | Present |
| Self Employed | Westborough | MA | 05/2002 | Present |
1) MR. SHRIER IS THE VICE-CHAIR OF THE INVESTMENT COMMITTEE FOR UNION FOR REFORM JUDAISM, NEW YORK, NY, HE ATTENDS TWO MEETINGS PER YEAR ALONG WITH QUARTERLY CONFERENCE CALLS, NO COMPENSATION IS PAID TO HIM; 2) HE IS ALSO A BOARD MEMBER FOR THE UNION OF REFORM JUDAISM AND ATTENDS TWO MEETINGS PER YEAR, NO COMPENSATION IS PAID TO HIM; 3) MR. SHRIER IS A BOARD OF DIRECTOR AND MEMBER OF THE INVESTMENT COMMITTEE FOR THE REFORM PENSION BOARD, NEW YORK, NY. HE ATTENDS TWO MEETINGS PER QUARTER AND IS NOT PAID ANY CASH COMPENSATION. TRAVEL ARRANGEMENTS TO MEETINGS ARE PAID BY THE ENTITY. 4) SELF-EMPLOYED; INV REL; INSURANCE BROKER/ADVISOR; WESTBOROUGH, MA; INS SALES AND SERVICES; LESS THAN 2% OF TIME SPENT IN THIS BUSINESS.; START 05/2002.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1981-02-23 |
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