Lesley W. Sheeley

SHEELEY & PARTNERS WEALTH MANAGEMENT

Providence, RI 02903

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CRD#: 1873232

Professional summary

Lesley Wilbur Sheeley MR., who also goes by Lesley Sheeley, is a registered financial advisor currently at SHEELEY & PARTNERS WEALTH MANAGEMENT, LLC located in Providence, Rhode Island.

Lesley is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1993. Lesley has worked at 1 firm and has passed the Series 63 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Lesley Sheeley

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Knickerbocker Wealth Resources, LLC, not investment related, 100 Westminster Street, Suite 1202, Providence, RI 02903, owner, 01/2007, 5-7 HOURS PER MONTH, 5-7 HOURS DURING TRADING HOURS, duties involve management and oversight

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Lesley Wilbur Sheeley MR.'s CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

January 1, 1993 - Present

SHEELEY & PARTNERS WEALTH MANAGEMENT, LLC

Office #1: 100 Westminster St. Suite 1202, Providence, RI 02903

RIA

CRD#: 109013

Providence, RI

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

SHEELEY & PARTNERS WEALTH MANAGEMENT, LLC

NAVIGAGATOR INVESTMENT MANAGEMENT LLC | SHEELEY & PARTNERS WEALTH MANAGEMENT, LLC | NAVIGATOR INVESTMENTS, LLC | NAVIGATOR INVESTMENT MANAGEMENT, LLC

CRD#: 109013 / SEC#: 801-56822

RIA

Registered Investment Advisory firm - (9/10/1999 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Rhode Island
(1/1/1993)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 8/17/1988

Uniform Securities Agent State Law Examination

Current Firm

SHEELEY & PARTNERS WEALTH MANAGEMENT, LLC

NAVIGAGATOR INVESTMENT MANAGEMENT LLC | SHEELEY & PARTNERS WEALTH MANAGEMENT, LLC | NAVIGATOR INVESTMENTS, LLC | NAVIGATOR INVESTMENT MANAGEMENT, LLC

CRD#: 109013 / SEC#: 801-56822

RIA

Registered Investment Advisory firm - (9/10/1999 Approved)

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Contact information

Main Address

100 Westminster St. Suite 1202, Providence, RI 02903

Mailing Address

Phone number

(401) 455-1230

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (3 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

SHEELEY & PARTNERS WEALTH MANAGEMENT, LLC BROCHURE (3/28/2025)

Regulatory assets under management

Total Number of Accounts	81
AUM (Assets Under Management)	$ 122,400,702

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Lesley W. Sheeley

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Lesley Wilbur Sheeley MR.'s CRS (Customer Relationship Summary).

Certified licenses

Experience

SHEELEY & PARTNERS WEALTH MANAGEMENT, LLC

Primary Firm SEC Registration

SHEELEY & PARTNERS WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 8/17/1988

Current Firm

SHEELEY & PARTNERS WEALTH MANAGEMENT, LLC

Contact information

SEC notice filing (3 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

SHEELEY & PARTNERS WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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