Stephen Shankman
Professional Summary
Stephen Shankman, who also goes by Stephen Brian Shankman, is a registered financial advisor currently at MIRUS SECURITIES, INC. located in Burlington, Massachusetts. Stephen is registered as a RR (Registered Representative) and started their career in finance in 2000. Stephen has worked at 11 firms and has passed the Series 63, Series 79TO, SIE, Series 86, Series 87 and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Stephen Brian Shankman
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Videos & Posts
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Contact Information
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Years of Experience
26 years in the financial services industry
Current & Past Employments
Current
Past
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Current Firm
MIRUS SECURITIES, INC. | ROSS CROSSLAND WESTON SECURITIES CO., INC.
Contact Information
Main Address
200 Summit Drive Suite 460, Burlington, MA 01803Mailing Address
200 Summit Drive Suite 460, Burlington, MA 01803Phone Number
(781) 418-5900Established
Massachusetts since 05/05/1998Firm Type
CorporationFiscal Year End
DecemberFirm Size
SmallFINRA licenses (3 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Documents
Direct owners and executive officers
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
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State Registrations and Notice Filings
(7/14/2026)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 79TO — Investment Banking Registered Representative Examination
Passed Dec 2023About the Series 79TO examSeries 87 — Research Analyst Exam - Part II Regulations Module
Passed Dec 2004About the Series 87 examSRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Stephen Shankman's CRS (Customer Relationship Summary).
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