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Ron Shahar

22 Years of Experience
New York, NY
BrokerSells Insurance

Ron Shahar is a registered investment advisor at Northwestern Mutual Investment Services,llc, based in New York, NY, with 22 years of industry experience. Ron operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 1 clients.

Compensation
Fixed/Hourly
Firm Size
2117 advisors
Number of Clients
1 client
Average Client Portfolio
Not specified

Fee Structure

Investment management only (planning not offered)

NMIS does not manage accounts directly for individual clients. NMIS provides referral services to other investment advisors and fixed income advice to other investment advisors.

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Location

875 3rd Ave Fl 23, New York, NY, 10022

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Ron may earn commissions from insurance companies for sales of non-variable life, health, annuity, and/or disability income insurance products.

Employment History
Current Registrations
Northwestern Mutual Investment Services,llc
October 2016 - Present · 9 yrs 7 mos
Northwestern Mutual Investment Services, LLCBroker
October 2016 - Present · 9 yrs 7 mos
Previous Registrations
Eagle Strategies LLC
November 2010 - September 2016 · 5 yrs 10 mos
Nylife Securities LLCBroker
November 2003 - September 2016 · 12 yrs 10 mos
State Registrations4 states
CANJNYRI
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Ron Shahar - Financial Advisor | TrueAdvisor