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Shaker Investments financial advisors
Every SEC-registered investment adviser representative at Shaker Investments, by the state and city of the office they work from.
5 registered advisors work at Shaker Investments, in 2 states and 2 cities; the most are in Beachwood, OH (4). 0 list the CFP designation and 0 are also registered broker representatives.
Search every Shaker Investments advisor by name →Who joined and left Shaker Investments →Shaker Investments: assets, clients and custodians →
Cities with the most Shaker Investments advisors
Shaker Investments advisors by state
Questions
How many financial advisors does Shaker Investments have?
5 investment adviser representatives are registered with Shaker Investments, according to the SEC's Investment Adviser Public Disclosure records, in 2 states and 2 cities. 0 list the CFP designation and 0 are also registered as broker representatives.
Where does Shaker Investments have the most advisors?
Beachwood, OH, with 4 registered advisors, then Arlington, VA (1). By state, Ohio has the most, with 4.
How do I find a Shaker Investments financial advisor near me?
Pick your state below, then your city, to see every Shaker Investments 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 Shaker Investments 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 →