Shelby B. Shelby

FIDUCIARY FAMILY OFFICE

Saratoga Springs, UT

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CRD#: 6082819

Professional summary

Shelby Beth Tatz Shelby, CFP®, who also goes by Shelby Shelby, Shelby B Tatz, Shelby Beth Tatz, Shelby Tatz, is a registered financial advisor currently at FIDUCIARY FAMILY OFFICE, LLC located in Saratoga Springs, Utah.

Shelby is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Shelby has worked at 6 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Shelby Shelby | Shelby B Tatz | Shelby Beth Tatz | Shelby Tatz

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Shelby Beth Tatz Shelby's CRS (Customer Relationship Summary).

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®

CRD#: 361

MIAMI, FL

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".

FIDUCIARY FAMILY OFFICE, LLC

FIDUCIARY FAMILY OFFICE, LLC | GROVE ADVISORS, LLC

CRD#: 326990 / SEC#: 801-128229

RIA

Registered Investment Advisory firm - (6/26/2023 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

Utah
(11/20/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 12/21/2015

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 6/30/2017

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 11/23/2015

General Securities Representative Examination

Current Firm

FIDUCIARY FAMILY OFFICE, LLC

FIDUCIARY FAMILY OFFICE, LLC | GROVE ADVISORS, LLC

CRD#: 326990 / SEC#: 801-128229

RIA

Registered Investment Advisory firm - (6/26/2023 Approved)

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Contact information

Main Address

150 East Palmetto Park Road Suite 301, Boca Raton, FL 33432

Mailing Address

Phone number

(561) 353-4440

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (6 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

DISCLOSURE BROCHURE FOR FIDUCUARY FAMILY OFFICE, LLC (3/21/2025)

Regulatory assets under management

Total Number of Accounts	598
AUM (Assets Under Management)	$ 696,082,075

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.

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Advisor Monitoring

Firm Stability Insights

Shelby B. Shelby

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Shelby Beth Tatz Shelby's CRS (Customer Relationship Summary).

Certified licenses

Experience

FARTHER

UNITED CAPITAL FINANCIAL ADVISORS

CASTLE ISLAND WEALTH

DG WEALTH PARTNERS LLC

GOLDMAN SACHS & CO. LLC

Primary Firm SEC Registration

FIDUCIARY FAMILY OFFICE, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 12/21/2015

SIE

Date: 6/30/2017

Series 7

Date: 11/23/2015

Current Firm

FIDUCIARY FAMILY OFFICE, LLC

Contact information

SEC notice filing (6 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

FIDUCIARY FAMILY OFFICE, LLC

TRUST BUT VERIFY

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