Robert
Schpoont

North Shore Asset Management, LLC

CRD#3232497
Investment Advisor
in Lloyd Harbor, NY

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About this Advisor

Robert Schpoont is a financial advisor based in Lloyd Harbor, New York, working with North Shore Asset Management, LLC. Robert has previously held a position at North Shore Asset Management, LLC. Robert has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in New Jersey, New York, and Texas. Currently, Robert is part of North Shore Asset Management, LLC, which operates out of Lloyd Harbor, New York. The firm has one employee and manages assets totaling $63.7 million. The firm serves high-net-worth clients and offers services including portfolio management for individuals and small businesses, as well as other services. The fee structure at North Shore Asset Management, LLC includes asset-based and hourly fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Portfolio management for individuals and/or small businesses, Other

Fee Structure

Percentage of Assets, Hourly Charges

Office Location

Lloyd Harbor, NY

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North Shore Asset Management, LLC Brokerage Details

Total Assets Under Management

$63,676,815

Total Number of Employees

1

Total Number of Accounts

130

Average Account Size

$489,822

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Other

Robert Schpoont Work History

2004 - Present (20 years)

North Shore Asset Management, LLC

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Robert Schpoont to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at North Shore Asset Management, LLC

Robert Schpoont
Lloyd Harbor, NY

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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