Robert Daniel Shaara
Investment adviser representative at Greenleaf Financial Network, LLC
41 yearsExperience
1 stateRegistered in
$123.7MFirm assets
Under 1 yearFirm 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
41 years in the industry.
- Greenleaf Financial Network, LLCJun 2020 to now
- Verona Insurance AgencySep 1985 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law2007
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 1 state (NJ).
Greenleaf Financial Network, LLC
$123.7MAssets managed
189Clients
12Advisers
Under 1 yearIn 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
- 4441395
- Firm CRD
- 284165