Gregory Sam Zoraian
Investment adviser representative at Shelter Rock Management, LLC
29 yearsExperience
1 stateRegistered in
$232MFirm assets
13 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
29 years in the industry.
- Grassi & Co.Jul 2021 to now
- Shelter Rock Management, LLCFeb 2014 to now
- Sasserath & Zoraian LLPJan 1997 to Jul 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
- Series 65 · Uniform Investment Adviser Law2007
State registrations
Registered as an investment adviser representative in 1 state (NY).
Shelter Rock Management, LLC
$232MAssets managed
142Clients
4Advisers
13 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3239798
- Firm CRD
- 142739