Michael Shepard Shore
Professional Summary
Michael Shepard Shore is a registered financial advisor currently at SILVER LEAF PARTNERS, LLC located in New York, New York. Michael is registered as a RR (Registered Representative) and started their career in finance in 2003. Michael has worked at 3 firms and has passed the Series 63, Series 7TO, SIE 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
There are no additional aliases reported.
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Videos & Posts
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Contact Information
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Disclosures on record.
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Years of Experience
23 years in the financial services industry
Current & Past Employments
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Current Firm
SILVER LEAF PARTNERS, LLC
Contact Information
Main Address
3 Columbus Circle Floor 15, New York, NY 10019Mailing Address
3 Columbus Circle Floor 15, New York, NY 10019Phone Number
(212) 632-8421Established
New York since 01/15/2003Firm Type
Limited Liability CompanyFiscal Year End
DecemberFirm Size
SmallFINRA licenses (50 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Documents
Direct owners and executive officers
Disclosures
Regulatory Event
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Other business activities
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
(11/18/2021)
(11/23/2021)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
SRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Michael Shepard Shore's CRS (Customer Relationship Summary).
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