Shelter Rock Management, LLC

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Shelter Rock Management, LLC 516-605-2215 Shelter Rock Management, LLC is an independent registered investment advisory firm that actively manages retirement and discretionary assets for individuals, families and corporate clients Contact Us Location 375 North Broadway, Suite 206 Jericho, New York 11753 Phone 516-605-2215 See on the map 516-605-2215 516-605-2215 Welcome to Shelter Rock Management Independent investment advisory services dedicated to your financial success Explore more 01 01 Shelter Rock’s Equity Income and Strategic Income Strategies Awarded 5-Stars by Morningstar in 1Q2026 . About Us - Shelter Rock Management, LLC 516-605-2215 Shelter Rock Management, LLC is an independent registered investment advisory firm that actively manages retirement and discretionary assets for individuals, families and corporate clients Contact Us Location 375 North Broadway, Suite 206 Jericho, New York 11753 Phone 516-605-2215 See on the map 516-605-2215 516-605-2215 About Us Shelter Rock represents our commitment to grow and protect our clients’ wealth A message from Sean Chaitman, President and CIO Founded in 2006, we are an independent, SEC-registered investment advisor and provide personalized investment management and retirement planning services and solutions for our clients. We work with a wide variety of clients, from individuals and families in the early or late stages of their careers to those in retirement. We also provide advisory services to small and medium-sized busi

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