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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 07-23-2020
- Office Locations
- 1
Office Locations
About Shield Wealth Advisors
Shield Wealth Advisors is a wealth management team built for members of the New York State Police and Fire Retirement System. The firm provides retirement and tax planning (including Roth conversions), NYS pension and partial lump sum analysis, and distribution planning, supported by NYS Deferred Compensation Plan tools and calculators. Portfolios span stocks, bonds, and mutual funds; custody through Charles Schwab.
Team overview
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Owner & Executives
JOHN WILLIAM HABERSTRO
Investment Advisor Representative, President
- CRD
- #4754069
- Ownership
- 75% or more
Dawn M Robinson
Chief Compliance Officer, Principal
- CRD
- #6796722
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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Brendan J Taylor
Investment Advisor Representative
- CRD
- #7183763
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $68,366,197 | $222,691 |
| Non-Discretionary | $0 | -- |
| Total | $68,366,197 | $222,691 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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