# SHELTERWOOD FINANCIAL SERVICES L.L.C.

SHELTERWOOD FINANCIAL SERVICES L.L.C. of NEW YORK, NY is an SEC-registered investment adviser.

## Registration

- CRD: 131533
- Type: SEC-registered investment adviser
- SEC file number: 801-67000
- Location: 60 EAST 42ND STREET, SUITE 3410, NEW YORK, NY, 10165
- Phone: 212-937-1020
- Latest filing: 2009-09-17
- Regulatory AUM: $62.0M
- Discretionary AUM: $62.0M
- Clients: 11
- Accounts: 74

## Officers, owners & control persons (16)

| Name | Role | Location |
| --- | --- | --- |
| [TORTORELLO PETER WALTER](https://search.stillhousedata.com/person/755198) | CEO/PRESIDENT/MANAGER; CHIEF OPERATING OFFICER; PRESIDENT & DIRECTOR - BOARD OF MANAGERS | — |
| [HOUGHTON ALANSON BIGELOW](https://search.stillhousedata.com/person/755199) | CHIEF INVESTMENT OFFICER | — |
| [PAGE WARREN LEE](https://search.stillhousedata.com/person/755200) | CHIEF COMPLIANCE OFFICER & CONTROLLER | — |
| [FRANCIS PETER THAYER](https://search.stillhousedata.com/person/755201) | BOARD CHAIR - BOARD OF MANAGERS | — |
| [PROSINSKI JEFFREY JEROME](https://search.stillhousedata.com/person/755202) | DIRECTOR - BOARD OF MANAGERS | — |
| [ANGUS PATRICIA MARIE](https://search.stillhousedata.com/person/755203) | MANAGING DIRECTOR - WEALTH ADVISORY SERVICES | — |
| [RANKIN WILLIAM EDWARD](https://search.stillhousedata.com/person/761291) | PRESIDENT/CHIEF OPERATING OFFICER AND DIRECTOR -  BOARD OF MANAGERS | — |
| [CURRIE SUZANNE JEANNE](https://search.stillhousedata.com/person/788325) | VICE PRESIDENT | — |
| [MARBERRY MICHAEL L](https://search.stillhousedata.com/person/799023) | BOARD CHAIR - BOARD OF MANAGERS | — |
| [TORTORELLO PETER W](https://search.stillhousedata.com/person/810038) | CEO/PRESIDENT/MANAGER | — |
| [HOUGHTON ALANSON B](https://search.stillhousedata.com/person/810039) | CHIEF INVESTMENT OFFICER; CIO | — |
| [PAGE WARREN](https://search.stillhousedata.com/person/810040) | CCO & CONTROLLER | — |
| [FRANCIS PETER T](https://search.stillhousedata.com/person/810041) | BOARD CHAIR; BOARD CHAIR - BOARD OF MANAGERS | — |
| [PROSINSKI JEFF](https://search.stillhousedata.com/person/810042) | DIRECTOR - BOARD OF MANAGERS; MANAGER | — |
| [PAGE WARREN L](https://search.stillhousedata.com/person/811404) | CHIEF COMPLIANCE OFFICER & CONTROLLER | — |
| [ANGUS PATRICIA](https://search.stillhousedata.com/person/811405) | MANAGING DIRECTOR - WEALTH ADVISORY SERVICES | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/131533/brochure
- Similar advisers: https://search.stillhousedata.com/firm/131533/similar
- Related entities: https://search.stillhousedata.com/firm/131533/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/131533

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.