Shelley M. Ferro
HASSELL WEALTH MANAGEMENT
Metairie, LA 70001
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CRD#: 4216623
Professional summary
Shelley Maria Ferro, CFP®, who also goes by Shelley M Ferro, is a registered financial advisor currently at HASSELL WEALTH MANAGEMENT located in Metairie, Louisiana.
Shelley is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Shelley has worked at 7 firms and has passed the Series 66 and Series 7 exams.
Biography
Ms. Ferro is a graduate of Loyola University New Orleans where she majored in finance and received a bachelor of business degree.
Ms. Ferro holds several professional credentials. Ms. Ferro earned the prestigious CERTIFIED FINANCIAL PLANNER™ designation and believes in using a comprehensive financial planning module in working with her clients. CERTIFIED FINANCIAL PLANNER'® are required to take 60 hours of continuing education credit every two years. Ms. Ferro has held this credential for over 15 years.
Ms. Ferro holds the ENROLLED AGENT designation which is issued by the Department of Treasury. Enrolled agents, Tax attorneys, and CPAs are the only professionals that can represent clients in issues before the US tax courts. Enrolled agents must take 24 hours of continuing education credit every year.
Ms. Ferro is a Certified Money Coach® This designation is issued by the Money Coach Institute. This program uncovers clients’ beliefs about money to encourage productive lifetime money skills and behavior.
Prior to starting her own firm, Ms. Ferro worked for some of the largest financial firms in the industry. Ms. Ferro worked with Charles Schwab and Smith Barney as a financial advisor. She worked with clients to set up proper allocations in their portfolios and developed financial plans for her clients. As a Senior Consultant with Mutual of America, Ms. Ferro advised corporate clients on retirement plan solutions for their employees, and worked with individual employees to develop asset allocations inside their employer's retirement plan.
Ms. Ferro enjoys an active lifestyle of travel, healthy living and playing music. She is an advocate of rescue animals and her two pets enjoy a healthy lifestyle as well.
Question & Answer
What are your service offerings?
Tax Planning
Comprehensive Financial Planni...
Retirement Income Management
Retirement Planning
Investment Planning
Do you have an area of expertise or specialization?
Generation X
Investment Advice with Ongoing...
Medical Professionals
Retirement Plan Investment Adv...
Retirement Planning & Distribu...
Women's Financial Planning Iss...
What is your minimum asset requirement?
500K
Are you a "fiduciary"?
Yes
Aliases
Shelley M Ferro
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 Shelley Maria Ferro'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: 2003
Experience
Current
August 26, 2024 - Present
HASSELL WEALTH MANAGEMENT
Office #1: 2121 N Causeway Blvd., Suite 158, Metairie, LA 70001RIA
CRD#: 297892
Metairie, LA
Past
July 25, 2006 - August 26, 2024
FERRO FINANCIAL, LLC
RIA
CRD#: 139729
METAIRIE, LA
Past
April 20, 2005 - June 7, 2006
MUTUAL OF AMERICA SECURITIES LLC
BD
CRD#: 27878
NEW YORK, NY
Past
April 20, 2005 - June 7, 2006
MUTUAL OF AMERICA LIFE INSURANCE COMPANY
BD
CRD#: 15356
NEW YORK, NY
Past
June 1, 2004 - April 19, 2005
VALIC FINANCIAL ADVISORS, INC.
RIA
CRD#: 42803
BATON ROUGE, LA
Past
May 28, 2004 - April 19, 2005
VALIC FINANCIAL ADVISORS, INC.
BD
CRD#: 42803
HOUSTON, TX
Past
April 24, 2001 - February 3, 2003
CITIGROUP GLOBAL MARKETS INC.
RIA
CRD#: 7059
NEW ORLEANS, LA
Past
April 11, 2001 - June 11, 2004
CITIGROUP GLOBAL MARKETS INC.
BD
CRD#: 7059
NEW YORK, NY
Past
October 5, 2000 - April 3, 2001
CHARLES SCHWAB & CO., INC.
BD
CRD#: 5393
WESTLAKE, TX
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".
HW
HASSELL WEALTH MANAGEMENT
HASSELL WEALTH MANAGEMENT | HASSELL WEALTH MANAGEMENT, L.L.C.
CRD#: 297892 / SEC#: 801-114012
RIA
Registered Investment Advisory firm - (9/26/2018 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
Louisiana(8/26/2024)
Exams
State Security Law Exam
General Industry/Product Exam
Current Firm
HW
HASSELL WEALTH MANAGEMENT
HASSELL WEALTH MANAGEMENT | HASSELL WEALTH MANAGEMENT, L.L.C.
CRD#: 297892 / SEC#: 801-114012
RIA
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Contact information
Main Address
300 Lafayette Street Suite 200, Houma, LA 70360
Mailing Address
Phone number
(985) 868-9881
Established
Firm type
Fiscal year end
# of Employees
8
SEC notice filing (4 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,161 |
| AUM (Assets Under Management) | $ 348,596,307 |
Red Flags
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Company Information
HASSELL WEALTH MANAGEMENT
CRD#: 297892Metairie, LA 70001TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
