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Claire Michelle Shifren

Claire M. Shifren

SUMMITRY | Senior Financial Advisor
PORTLAND, OR
Some features on this profile are disabled
CRD#: 6586912
Claire Michelle Shifren

Professional summary

Claire Michelle Shifren, CFP®, who also goes by Claire Michelle Silverman, is a registered financial advisor currently at SUMMITRY, LLC located in Portland, Oregon.

Claire is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Claire has worked at 1 firm .

Question & Answer

What are your service offerings?
Trading individual securities
Financial planning
Institutional consulting
What is your current number of clients?
Under 100
What is your minimum asset requirement?
1M
Are you a "fiduciary"?
Yes

Aliases

Claire Michelle Silverman

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Claire Michelle Shifren's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Certified Financial Planner

Start date: 2011

Experience

Current

November 23, 2015 - Present

SUMMITRY, LLC

RIA
CRD#: 128586
PORTLAND, OR

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
SL
SUMMITRY, LLC
GOLUB GROUP INC | THE GOLUB GROUP | SUMMITRY, LLC | GOLUB GROUP, LLC

CRD#: 128586 / SEC#: 801-62398

RIA
Registered Investment Advisory firm - (9/26/2003 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
California
(11/23/2015)
IAR
Oregon
(3/26/2025)

Exams

Current Firm

SL
SUMMITRY, LLC
GOLUB GROUP INC | THE GOLUB GROUP | SUMMITRY, LLC | GOLUB GROUP, LLC

CRD#: 128586 / SEC#: 801-62398

RIA
Registered Investment Advisory firm - (9/26/2003 Approved)
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Contact information

Main Address
919 Hillsdale Blvd. Suite 150, Foster City, CA 94404
Mailing Address
Phone number
(650) 212-2240
Established
Firm type
Fiscal year end
# of Employees
43

SEC notice filing (16 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV PART 2 (3/31/2025)

Regulatory assets under management

Total Number of Accounts3,384
AUM (Assets Under Management)$ 3,008,628,872

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

SUMMITRY, LLC

Senior Financial AdvisorCRD#: 128586Portland, OR

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Contact information

(xxx) xxx-xxxx
xxxxx@xxxx.xxx

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