Nathan P Sheldon
Professional Summary
Nathan P Sheldon, who also goes by Nathan Patrick Sheldon, Nathan Sheldon, is a registered financial advisor currently at THIRD LAKE ASSOCIATES, LLC located in Tampa, Florida. Nathan is registered as a RR (Registered Representative) and started their career in finance in 2006. Nathan has worked at 4 firms and has passed the Series 63, Series 57TO, SIE, Series 55, Series 3 and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Nathan Patrick Sheldon, Nathan Sheldon
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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Years of Experience
20 years in the financial services industry
Current & Past Employments
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Current Firm
THIRD LAKE ASSOCIATES, LLC
Contact Information
Main Address
1600 East 8th Avenue Suite A-208, Tampa, FL 33605Mailing Address
1600 East 8th Avenue Suite A-208, Tampa, FL 33605Phone Number
(727) 349-9300Established
Delaware since 08/14/2020Firm Type
Limited Liability CompanyFiscal Year End
DecemberFirm Size
SmallFINRA licenses (17 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Direct owners and executive officers
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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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State Registrations and Notice Filings
(10/20/2026)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 55 — Limited Representative-Equity Trader Exam
Passed Aug 2010SRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Nathan P Sheldon's CRS (Customer Relationship Summary).
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