Andrew Frank
Shelter Rock Management · Jericho, New York
Andrew Frank is a fee-only financial advisor at Shelter Rock Management in Jericho, New York. Shelter Rock Management reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | Shelter Rock Management |
|---|---|
| Based in | Jericho, New York |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $232.0M across 286 accounts |
| SEC registration | Investment adviser representative in NY · CRD 2199115 |
| Exams passed | Series 63 (2010) · Series 66 (2012) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.shelterrockmanagement.com |
How Andrew's firm compares
- Shelter Rock Management's average account is about $811,000, from its Form ADV (assets managed divided by 286 accounts).
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Questions about Andrew
Is Andrew Frank a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Andrew holds no broker registration, and Shelter Rock Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Andrew charge for financial advice?
Andrew's firm, Shelter Rock Management, reports charging a percentage of assets on its SEC Form ADV.
Where is Andrew Frank based?
Andrew Frank is based in Jericho, New York.
Is Andrew Frank registered with the SEC?
Yes. Andrew Frank is registered as an investment adviser representative in NY (CRD 2199115), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Shelter Rock Management manage?
Shelter Rock Management reports $232.0M across 286 accounts in assets under management.
How do I contact Andrew Frank?
Through Andrew's website, www.shelterrockmanagement.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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