SHELTER ROCK CAPITAL GROUP LLC

Broker-DealerFINRA MemberEst. 2011
Total AUM
Advisory reps
9
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
156753
Registered since
October 12, 2011

Firm profile

FINTRX

Overview

Shelter Rock Capital Group LLC is an LLC that FINTRX shows as SEC-registered in 2011. The snapshot tags the firm as "unclassified" and identifies its ownership as a combination of a domestic entity and an individual. The record indicates the firm is not a capital allocator, does not describe itself as an active ESG investor, is not registered as a multi-state adviser, and is not listed as a pension consultant or related adviser. FINTRX does not provide descriptive detail about the firm’s advisory services, client segments, or investment strategy in the available record.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 9
  • THOMAS DECOENE

    Senior DirectorCRD 2651023

  • THOMAS MULLARKEY

    Founder and Financial PlannerCRD 2394342

  • Carol Ferrotta

    FinOpCRD 2656465

Unlock 6 more contacts

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

New York, NY

NEW YORK

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
NEW YORK
Address
10 E 53rd St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth