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Robert Daniel Shaara

Greenleaf Financial Network, LLC

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About Robert Daniel Shaara

Robert Shaara is an Investment Advisor Representative at Greenleaf Financial Network, LLC, registered with the state of New Jersey. He is experienced in the industry, having worked at several firms prior to his current position. Robert's specializations include Financial Planning, Pension Consulting, Selection of other Advisers, and Portfolio Management for Individuals.

Firm Information

Robert Shaara is currently registered with Greenleaf Financial Network, LLC. Greenleaf Financial Network, LLC is an independent financial advisory firm with over 290 clients and approximately $85 million in assets under management. They offer financial planning, pension consulting, selection of other advisers, and portfolio management for individuals. The firm's client base includes high-net-worth individuals and individuals other than high-net-worth. They have 9 investment adviser representatives and 6 licensed agents.

$85.51M

Assets Under Management

Not reported

Total Clients

8

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Robert Shaara’s Registration & Firm History

NJ

08/05/2020 - Present

Greenleaf Financial Network, LLC (RIVERTON NJ)

NJ

09/06/2011 - 09/27/2013

VSR FINANCIAL SERVICES, INC. (MOORESTOWN NJ)

NJ

05/23/2006 - 08/01/2011

SIGNATOR INVESTORS, INC. (HADDONFIELD NJ)

MA

09/14/2005 - 02/06/2006

METLIFE SECURITIES INC. (SPRINGFIELD MA)

NY

09/14/2005 - 02/06/2006

METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)

MA

03/15/2002 - 01/21/2004

METLIFE SECURITIES INC. (SPRINGFIELD MA)

NY

03/15/2002 - 01/21/2004

METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)

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Licenses & Designations

IA

Issued 06/10/2020

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/30/2007

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/28/2001

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Robert Daniel Shaara.
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