SHIELD WEALTH ADVISORS, LLC.
Legal name: SHIELD WEALTH ADVISORS
CRD #309538 SEC #801-119094 WILLIAMSVILLE, NY 833-457-1040
SEC Registered
Total AUM
$60.7M
Discretionary
$60.7M
Employees
3
Clients
101
Accounts
268
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- New York
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Feb 12, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| ROBINSON, DAWN, M | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ROBINSON, DAWN, M | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ROBINSON, DAWN, M | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Robinson, Dawn, M | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Robinson, Dawn, M | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Robinson, Dawn, M | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Robinson, Dawn, M | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Robinson, Dawn, M | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Robinson, Dawn, M | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Robinson, Dawn, M | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Robinson, Dawn, M | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Robinson, Dawn, M | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Robinson, Dawn, M | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Robinson, Dawn, M | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Robinson, Dawn, M | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Robinson, Dawn, M | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Robinson, Dawn, M | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Robinson, Dawn, M | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Robinson, Dawn, M | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Robinson, Dawn, M | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Robinson, Dawn, M | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Robinson, Dawn, M | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Robinson, Dawn, M | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Robinson, Dawn, M | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HABERSTRO, JOHN, WILLIAM | I | PRESIDENT | E | Control |
| HABERSTRO, JOHN, WILLIAM | I | PRESIDENT | E | Control |
| HABERSTRO, JOHN, WILLIAM | I | PRESIDENT | E | Control |
| HABERSTRO, JOHN, WILLIAM | I | PRESIDENT | E | Control |
| HABERSTRO, JOHN, WILLIAM | I | PRESIDENT | E | Control |
| HABERSTRO, JOHN, WILLIAM | I | PRESIDENT | E | Control |
| HABERSTRO, JOHN, WILLIAM | I | PRESIDENT | E | Control |
| HABERSTRO, JOHN, WILLIAM | I | PRESIDENT | E | Control |
| HABERSTRO, JOHN, WILLIAM | I | PRESIDENT | E | Control |
| HABERSTRO, JOHN, WILLIAM | I | PRESIDENT | E | Control |
| HABERSTRO, JOHN, WILLIAM | I | PRESIDENT | E | Control |
| HABERSTRO, JOHN, WILLIAM | I | PRESIDENT | E | Control |
| HABERSTRO, JOHN, WILLIAM | I | PRESIDENT | E | Control |
| HABERSTRO, JOHN, WILLIAM | I | PRESIDENT | E | Control |
| HABERSTRO, JOHN, WILLIAM | I | PRESIDENT | E | Control |
| HABERSTRO, JOHN, WILLIAM | I | PRESIDENT | E | Control |
| HABERSTRO, JOHN, WILLIAM | I | PRESIDENT | E | Control |
| HABERSTRO, JOHN, WILLIAM | I | PRESIDENT | E | Control |
| HABERSTRO, JOHN, WILLIAM | I | PRESIDENT | E | Control |
| HABERSTRO, JOHN, WILLIAM | I | PRESIDENT | E | Control |
| HABERSTRO, JOHN, WILLIAM | I | PRESIDENT | E | Control |
| HABERSTRO, JOHN, WILLIAM | I | PRESIDENT | E | Control |
| HABERSTRO, JOHN, WILLIAM | I | PRESIDENT | E | Control |
| HABERSTRO, JOHN, WILLIAM | I | PRESIDENT | E | Control |
Registrations
Federal
IA
Feb 12, 2025 REGISTERED
Notice Filings (3)
FL NY TX
Address
2809 WEHRLE DRIVESUITE 9
WILLIAMSVILLE, NY 14221
United States
Phone: 833-457-1040