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Financial ADVSR advisor directory · SEC adviser records

Shaffer Capital financial advisors

Every SEC-registered investment adviser representative at Shaffer Capital, by the state and city of the office they work from.

4 registered advisors work at Shaffer Capital, in 1 state and 1 city; the most are in Westerville, OH (4). 1 list the CFP designation and 0 are also registered broker representatives.

Search every Shaffer Capital advisor by name →Who joined and left Shaffer Capital →Shaffer Capital: assets, clients and custodians →

Cities with the most Shaffer Capital advisors

Westerville, OH 4

Shaffer Capital advisors by state

Shaffer Capital in Ohio 4

Westerville 4

Questions

How many financial advisors does Shaffer Capital have?

4 investment adviser representatives are registered with Shaffer Capital, according to the SEC's Investment Adviser Public Disclosure records, in 1 states and 1 cities. 1 list the CFP designation and 0 are also registered as broker representatives.

Where does Shaffer Capital have the most advisors?

Westerville, OH, with 4 registered advisors. By state, Ohio has the most, with 4.

How do I find a Shaffer Capital financial advisor near me?

Pick your state below, then your city, to see every Shaffer Capital advisor registered at an office there. Each one links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. An advisor registered at Shaffer Capital offices in more than one city counts in each city but once in the total; broker-only representatives (FINRA BrokerCheck) aren't included. Every firm →