Mark Andrew Traver
Investment adviser representative at Neville, Rodie & Shaw Inc
26 yearsExperience
2 statesRegistered in
CFADesignation
$2BFirm assets
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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
26 years in the industry.
- Neville Rodie & Shaw Inc.Dec 2000 to now
Designations
- CFA
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 2 states (NY, TX).
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
- 5286350
- Firm CRD
- 104969