Michael I Sheldon
CFP®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.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
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...
Other Aliases
Michael I Sheldon, Michael Israel Sheldon
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
Website
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Disclosures on record.
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Credentials
Years of Experience
31 years in the financial services industry
Current & Past Employments
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Current Firm
WASHINGTON TRUST ADVISORS | WESTONFINANCIAL | WESTON FINANCIAL GROUP INC. | WESTON FINANCIAL GROUP INC | WESTON FINANCIAL | WASHINGTON TRUST WEALTH MANAGEMENT | WASHINGTON TRUST ADVISORS, INC.
Contact Information
Main Address
20 William St Suite 135, Wellesley, MA 02481Phone Number
(781) 235-7055# of Employees
21SEC notice filing (20 States and Territories)
Registered to provide investment advisory services in 20 US states and territories.
Documents
Regulatory Assets Under Management
Total Number of Accounts
1,779AUM (Assets Under Management)
$2,392,791,362Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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Primary Firm SEC Registration
WASHINGTON TRUST ADVISORS | WESTONFINANCIAL | WESTON FINANCIAL GROUP INC. | WESTON FINANCIAL GROUP INC | WESTON FINANCIAL | WASHINGTON TRUST WEALTH MANAGEMENT | WASHINGTON TRUST ADVISORS, INC.
State Registrations and Notice Filings
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Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 87 — Research Analyst Exam - Part II Regulations Module
Passed Feb 2005About the Series 87 examSimilar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view MICHAEL I SHELDON's CRS (Customer Relationship Summary).
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