Neville, Rodie & Shaw

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Trust Score 97%
Trust Score  info_outline

Neville, Rodie & Shaw, federally registered in 1966, is a Registered Investment Advisor (RIA) in 23 state(s) with a licensed staff of 3 advisors. Neville, Rodie & Shaw manages $1.4 billion and provides investment advisory services for 374 clients (1:125 advisor/client ratio). This firm does not have a disciplinary history.

Last updated: November 11th, 2019. Data source: SEC filings.


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Firm Information

Feature Value
Rank (United States) Top 5%
Advisors Directory View Directory
Top Advisor Mark Andrew Traver
Avg Advisor Trust Score 97
Avg Advisor Years Registered 7
Minimum Investment $1,000,000
Average Client Balance $3,673,374
Total AUM $1.4 billion
Advisor / Client Ratio 1:125
Headquarters 200 Madison Ave New York, NY 10016-3903
SEC Filings Forms and Brochures    (CRD # 104969)
State(s) Registered CA, CO, CT, DE, DC, FL, GA, LA, ME, MD, MA, MT, NH, NJ, NY, NC, OR, PA, SC, TN, TX, VT, VA, WA

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