Shattuck Lamm is a registered investment advisor, based in Palm Desert, CA, with 25 years of industry experience.
Location
73575 El Paseo, Suite 2300, Palm Desert, CA, 92260
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Regulatory History (2)
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Customer Dispute
October 2008Settled
Customer Dispute
October 2008Settled
Other Business ActivitiesSells Insurance
Shattuck is a senior financial advisor, partner, and owner at Keystone Wealth Services, providing investment advice and financial planning. He also has ownership roles in Cornerstone Wealth Service (back office support), Rokunin (real estate holding), Core Income (insurance solutions), HOA Invest (HOA software), and a rental car business, dedicating minimal time to the latter four.
Employment History
Current Registrations
Purshe Kaplan Sterling InvestmentsBroker
April 2021 - Present · 5 yrs
Keystone Private Wealth
July 2019 - Present · 6 yrs 9 mos
Previous Registrations
Cypress Wealth Services, LLC
July 2017 - April 2021 · 3 yrs 9 mos
Integrated Wealth Management, INC.
May 2014 - December 2017 · 3 yrs 7 mos
Purshe Kaplan Sterling InvestmentsBroker
April 2014 - March 2021 · 6 yrs 11 mos
Morgan Stanley
June 2009 - May 2014 · 4 yrs 11 mos
Morgan StanleyBroker
June 2009 - May 2014 · 4 yrs 11 mos
Morgan Stanley & CO. Incorporated
September 2008 - June 2009 · 9 mos
Morgan Stanley & CO. IncorporatedBroker
September 2008 - June 2009 · 9 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
June 2001 - September 2008 · 7 yrs 3 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
March 2001 - September 2008 · 7 yrs 6 mos
State Registrations9 states
AZCAFLMNNVORTXUTWA
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.