Investment adviser representative · Northfork Advisors
Wesley J. Shifrin
CRD 6714556 · Bozeman, MT
At a glance
Wesley J. Shifrin is an investment adviser representative with Northfork Advisors in Bozeman, MT, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Wesley’s SEC record dates to 2016, about 9 years ago. Designations on file: Chartered Financial Analyst.
Current advisory firms
- Northfork AdvisorsSince December 2016Bozeman, MT · State-registered or not in the SEC’s list
- Homestake Venture Partners LLCSince January 2018Bozeman, MT · State-registered or not in the SEC’s list
SEC adviser record
- Registered since
- 2016 (9 years)
- Designations
- Chartered Financial Analyst
- Exams
- Series 65
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Wesley’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
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.
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