Robert M. Shaker
Investment adviser representative at Shaker Financial Services
22 yearsExperience
3 statesRegistered in
$286.3MFirm assets
22 yearsFirm in business
Are you Robert M. Shaker? Claim your profile
Contact this firm
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.
- Portfolio management
Experience
22 years in the industry.
- Shaker Financial Services, LLCAug 2004 to now
Exams passed
- Series 65 · Uniform Investment Adviser Law2005
State registrations
Registered as an investment adviser representative in 3 states (MD, TX, VA).
Shaker Financial Services
Legal name: Shaker Financial Services, LLC
$286.3MAssets managed
329Clients
2Advisers
22 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
- 4865114
- Firm CRD
- 121534