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Neil Patrick Nejame

Investment adviser representative at Neville, Rodie & Shaw Inc
33 yearsExperience
1 stateRegistered in
$2BFirm assets
59 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 assetsFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Portfolio management

Experience

33 years in the industry.

  1. Neville, Rodie & Shaw IncMar 2021 to now
  2. Neville Rodie Shaw Inc.Mar 1993 to now

Exams passed

No exams in this record.

State registrations

Registered as an investment adviser representative in 1 state (NY).

Neville, Rodie & Shaw Inc

$2BAssets managed
355Clients
5Advisers
59 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
4347392
Firm CRD
104969
Advisor's SEC record (opens in a new tab)
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