WALTER & SHUFFAIN FINANCIAL SERVICES, LLC

WALTER & SHUFFAIN FINANCIAL SERVICES, LLC of BOSTON, MA is an SEC-registered investment adviser (CRD 147347).

Registration

• CRD: 147347
• Type: Registered investment adviser
• Location: ONE INTERNATIONAL PLACE, BOSTON, MA, 02110
• Phone: 617-447-2719
• Latest filing: 2026-03-09
• Clients: 5

Business model

Compensation: Other.

Clients served: Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 147347 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search