Angela P. Sheldon
TORTUGA WEALTH MANAGEMENT
Torrance, CA 90501
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CRD#: 2905596
Professional summary
Angela Park Sheldon, CFP®, who also goes by Angela Sun Ui Park, is a registered financial advisor currently at TORTUGA WEALTH MANAGEMENT located in Torrance, California and LPL FINANCIAL LLC located in Torrance, California.
Angela is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2001. Angela has worked at 5 firms and has passed the Series 66, SIE, Series 31 and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Angela Sun Ui Park
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.
1. 3/19/2013: TORTUGA WEALTH MANAGEMENT - Investment Related - At Reported Business Location(s) - REGISTERED INVESTMENT ADVISOR DBA - TIME SPENT 50% - WE ARE AFFILIATED WITH THE RIA THROUGH THE HYBRID PLATFORM. WE PROVIDE FINANCIAL PLANNING, ADVISORY ACCOUNTS, AND HOURLY CONSULTING. - (HYBRID) TORTUGA WEALTH MANAGEMENT. 2. 10/7/2013 - TORTUGA WEALTH MANAGEMENT - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business). 3. 10/3/2017 - Toryanik Gramercy Holdings - Investment Related - 1957 W. Carson St. #100, Torrance, CA 90501 - Real Estate Rental - Started 08/30/2013 - 2 Hours Per Month During Securities Trading - Purchase a commercial real estate property with 8 units. One of the units we will occupy for Tortuga Wealth Management, our RIA. 4. 3/28/2019 - Heritage Park Holdings, LLC - Investment related - 20116 Entradero Ave. Torrance, CA 90503 - Real Estate Rental - start date:02/01/2019 - 2 hrs/mo - 0 hrs during trading. 5. 10/7/2021 - Tortuga Hatch - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 10/04/2021 - 10 Hours Per Month/5 Hours During Securities Trading.
CRS (Client Relationship Summary) - RIA
Click below to view Angela Park Sheldon's 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®
CFP®
Start date: 2006
Experience
Current
May 21, 2010 - Present
TORTUGA WEALTH MANAGEMENT
Office #1: 1957 Carson Street Suite 100, Torrance, CA 90501RIA
CRD#: 153737
Torrance, CA
Current
May 21, 2010 - Present
LPL FINANCIAL LLC
Office #1: 1957 W Carson St Ste 100, Torrance, CA 90501-3285RIA
BD
CRD#: 6413
Torrance, CA
Past
June 1, 2009 - June 16, 2010
MORGAN STANLEY
RIA
CRD#: 149777
TORRANCE, CA
Past
June 1, 2009 - June 16, 2010
MORGAN STANLEY
BD
CRD#: 149777
TORRANCE, CA
Past
August 19, 2005 - June 1, 2009
CITIGROUP GLOBAL MARKETS INC.
RIA
CRD#: 7059
TORRANCE, CA
Past
August 19, 2005 - June 1, 2009
CITIGROUP GLOBAL MARKETS INC.
BD
CRD#: 7059
TORRANCE, CA
Past
February 5, 2002 - August 29, 2005
MORGAN STANLEY DW INC.
RIA
CRD#: 7556
TORRANCE, CA
Past
December 4, 2001 - August 29, 2005
MORGAN STANLEY DW INC.
BD
CRD#: 7556
PURCHASE, NY
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".
TW
TORTUGA WEALTH MANAGEMENT
TORTUGA WEALTH MANAGEMENT | TORTUGA WEALTH MANAGEMENT, INC.
CRD#: 153737 / SEC#: 801-124715
RIA
Registered Investment Advisory firm - (4/22/2022 Approved)California
Registered Investment Advisory firm - (5/26/2022 Terminated)Illinois
Registered Investment Advisory firm - (4/26/2022 Terminated)Texas
Registered Investment Advisory firm - (4/26/2022 Terminated)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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Arizona(5/21/2010)
RR
Arkansas(9/22/2014)
RR
California(5/21/2010)
IAR
California(5/21/2010)
RR
Colorado(5/21/2010)
RR
Connecticut(5/15/2025)
RR
Florida(7/29/2013)
RR
Georgia(6/30/2010)
RR
Hawaii(8/12/2014)
RR
Idaho(6/29/2010)
RR
Illinois(5/21/2010)
RR
Indiana(3/16/2020)
RR
Louisiana(5/22/2017)
RR
Michigan(1/6/2011)
RR
Minnesota(8/18/2017)
RR
Nebraska(3/10/2015)
RR
Nevada(1/6/2016)
RR
New Mexico(1/6/2011)
RR
New York(7/7/2010)
RR
Ohio(12/1/2020)
RR
Oregon(4/1/2016)
RR
Rhode Island(7/4/2022)
RR
Tennessee(1/30/2017)
RR
Texas(5/21/2010)
IAR
Texas(5/21/2010)
RR
Utah(12/27/2018)
RR
Virginia(3/1/2022)
RR
Washington(6/30/2010)
RR
Wisconsin(9/1/2022)
RR
Wyoming(9/13/2022)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
TW
TORTUGA WEALTH MANAGEMENT
TORTUGA WEALTH MANAGEMENT | TORTUGA WEALTH MANAGEMENT, INC.
CRD#: 153737 / SEC#: 801-124715
RIA
Registered Investment Advisory firm - (4/22/2022 Approved)California
Registered Investment Advisory firm - (5/26/2022 Terminated)Illinois
Registered Investment Advisory firm - (4/26/2022 Terminated)Texas
Registered Investment Advisory firm - (4/26/2022 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1957 Carson Street Suite 100, Torrance, CA 90501
Mailing Address
Phone number
(310) 935-0275
Established
Firm type
Fiscal year end
# of Employees
4
SEC notice filing (4 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 507 |
| AUM (Assets Under Management) | $ 156,006,704 |
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.
