Robert Shaara has been an investment adviser representative at Greenleaf Financial Network since August 2020, and is not listed among the firm’s executive officers or direct owners.
Greenleaf Financial Network, LLC is a firm with $124M under management, 189 clients and 11 advisers across 10 offices, as of its August 2026 filing.
- – present · 6 yearsRiverton, NJ · Adviser representative · Firm CRD 284165
Investment adviser representative registrations
Robert Shaara is registered as an investment adviser representative in New Jersey, since August 2020.
- New JerseySince 5 August 2020
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 10 June 2020 |
| Series 63 | Uniform Securities Agent State Law Examination | 30 August 2007 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 28 December 2001 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Robert Daniel Shaara
- CRD
- 4441395
- Firm
- Greenleaf Financial Network · CRD 284165
- Office
- Riverton, NJ
- Registration
- Investment adviser registration
- In the industry since
- August 2020
- Disciplinary history
- Not yet shown here · SEC record
Where does Robert Shaara work?
Robert Shaara is an investment adviser representative registered through Greenleaf Financial Network, LLC since August 2020, and is not listed among the firm’s executive officers or direct owners.
Is Robert Shaara a financial advisor?
Yes. Robert Shaara has a current investment-adviser registration in New Jersey, through Greenleaf Financial Network since August 2020.
How many years of experience does Robert Shaara have?
Robert Shaara has 6 years in the financial industry, since August 2020, across 1 adviser firm.
What exams has Robert Shaara passed?
Robert Shaara has passed 3 licensing exams: the Series 6, Series 63 and Series 65. The earliest, the Series 6, was passed in December 2001.
Where is Robert Shaara based?
Robert Shaara’s registered office is in Riverton, NJ.
Is Robert Shaara registered with FINRA?
No. Robert Shaara has no current broker registration.
How can I verify Robert Shaara’s record?
Search CRD 4441395 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Robert Shaara’s full registration record.