Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Mitchell Shaw is a registered investment advisor representative with Round Rock Advisors LLC. Jeffrey has over 38 years of experience in the financial services industry. Jeffrey has been registered with the state of Connecticut since September 2023. Previously, Jeffrey worked for Armstrong Shaw Associates Inc., in New Canaan, CT. Round Rock Advisors LLC is a registered investment advisor with offices in Wilton, Connecticut. Round Rock Advisors LLC provides financial planning services to high net worth individuals, corporations, and charitable organizations.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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CT
10/02/2023 - Present
Round Rock Advisors LLC (WILTON CT)
Active
Inactive
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