MICHAEL I. SHELDON
WASHINGTON TRUST ADVISORS | Executive Director, Chief Investment Officer
New Haven, CT 06510
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CRD#: 421164
Professional summary
MICHAEL I SHELDON, CFP®, who also goes by Michael I Sheldon, Michael Israel Sheldon, is a registered financial advisor currently at WASHINGTON TRUST ADVISORS located in New Haven, Connecticut.
MICHAEL is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1995. MICHAEL has worked at 7 firms and has passed the Series 63, SIE, Series 87, Series 7 and Series 24 exams.
Biography
Michael Sheldon is the Chief Investment Officer at RDM Financial Group. He leads the Investment Committee to provide global investment strategy and research on individual equities and fixed income investments (as well as private investments). He coordinates with the financial planning team to develop the appropriate asset allocation for RDM clients.
Michael writes market commentary for RDM including market updates and an investment blog on the RDM website. He also provides timely and insightful market news commentary to both domestic and international business news organizations. He has been a frequent guest on Bloomberg TV and Radio and participates in interviews for a wide range of news organizations including Barron’s, The New York Times, The Wall Street Journal, The Washington Post, Fox Business, CNN Money and USA Today.
Michael has worked in financial markets since 1988 and has a broad range of experience regarding U.S. equity and global capital markets. He graduated from Vassar College with honors in economics. He has also taken advanced curriculum courses at NYU, The New York Institute of Finance, and The New York Society of Security Analysts (NYSSA).
Michael is a Chartered Financial Analyst® (CFA®) and holds a Financial Risk Management (FRM) designation. He also holds Series 7, 63, and 24 licenses and is a member of the New York Society of Security Analysts.
Question & Answer
What are your service offerings?
Comprehensive Financial Planni...
Investment Planning
What is your minimum asset requirement?
1
Are you a "fiduciary"?
Yes
Aliases
Michael I Sheldon | Michael Israel Sheldon
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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view MICHAEL I 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: 2021
Experience
Current
July 8, 2025 - Present
WASHINGTON TRUST ADVISORS
Office #1: 265 Church Street Suite 401, New Haven, CT 06510RIA
CRD#: 110407
New Haven, CT
Past
October 18, 2017 - May 20, 2024
HIGHTOWER SECURITIES, LLC
BD
CRD#: 116681
Westport, CT
Past
December 11, 2015 - October 27, 2016
NORTHSTAR WEALTH PARTNERS LLC
RIA
CRD#: 169409
West Hartford, CT
Past
December 11, 2015 - September 13, 2016
LPL FINANCIAL LLC
BD
CRD#: 6413
WEST HARTFORD, CT
Past
May 19, 2008 - December 1, 2015
RDM INVESTMENT SERVICES, LLC
BD
CRD#: 104266
WESTPORT, CT
Past
January 26, 2000 - May 20, 2008
SPENCER CLARKE LLC
BD
CRD#: 41316
NEW YORK, NY
Past
August 1, 1995 - March 17, 1999
THE WILLIAMS CAPITAL GROUP, L.P.
BD
CRD#: 35149
NEW YORK, 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".
WT
WASHINGTON TRUST ADVISORS
WASHINGTON TRUST ADVISORS | WESTONFINANCIAL | WESTON FINANCIAL GROUP INC. | WESTON FINANCIAL GROUP INC | WESTON FINANCIAL | WASHINGTON TRUST WEALTH MANAGEMENT | WASHINGTON TRUST ADVISORS, INC.
CRD#: 110407 / SEC#: 801-18403
RIA
Registered Investment Advisory firm - (2/11/1983 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
California(8/15/2025)
IAR
Connecticut(7/8/2025)
IAR
Florida(9/18/2025)
IAR
Maryland(8/15/2025)
IAR
Massachusetts(9/23/2025)
IAR
New Hampshire(8/15/2025)
IAR
New Mexico(8/17/2025)
IAR
New York(8/15/2025)
IAR
Pennsylvania(8/15/2025)
IAR
Rhode Island(7/8/2025)
IAR
South Carolina(8/15/2025)
IAR
Texas(8/15/2025)
IAR
Virginia(8/15/2025)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Current Firm
WT
WASHINGTON TRUST ADVISORS
WASHINGTON TRUST ADVISORS | WESTONFINANCIAL | WESTON FINANCIAL GROUP INC. | WESTON FINANCIAL GROUP INC | WESTON FINANCIAL | WASHINGTON TRUST WEALTH MANAGEMENT | WASHINGTON TRUST ADVISORS, INC.
CRD#: 110407 / SEC#: 801-18403
RIA
Registered Investment Advisory firm - (2/11/1983 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
20 William St Suite 135, Wellesley, MA 02481
Mailing Address
Phone number
(781) 235-7055
Established
Firm type
Fiscal year end
# of Employees
20
SEC notice filing (20 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,356 |
| AUM (Assets Under Management) | $ 1,999,516,447 |
Red Flags
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Company Information
WASHINGTON TRUST ADVISORS
Executive Director, Chief Investment OfficerCRD#: 110407New Haven, CT 06510TRUST BUT VERIFY
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