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Est. 2026The front page of wealth managementNew York

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Investment adviser representative · Harris Wealth Management, LLC

Robert M. Shappee

CRD 2924534 · Meridian, ID

At a glance

Robert M. Shappee is an investment adviser representative with Harris Wealth Management, LLC in Meridian, ID, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Robert’s SEC record dates to 2024, about 2 years ago. Designations on file: Personal Financial Specialist.

Current advisory firm

  • Harris Wealth Management, LLCSince January 2024Meridian, ID · State-registered or not in the SEC’s list

SEC adviser record

Registered since
2024 (2 years)
Designations
Personal Financial Specialist
Exams
Series 63, Series 65
Registered in
1 state
Also a broker representative
No
Disclosures on record
None

AtlasMembers

Robert’s office, career and moves

Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.

Branch office address, business phone and website
Locked
Previous firms, with start and end dates
Locked
Employment history
Locked
States they’re registered in
Locked
Outside business activities
Locked
When they joined their current firm, and their firm’s growth
Locked
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.