SF
Sheldon M. Ford
MCALLISTER CAPITAL MANAGEMENT
Jackson, MS 39216
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CRD#: 6340929
SF
Professional summary
Sheldon Miles Ford is a registered financial advisor currently at MCALLISTER CAPITAL MANAGEMENT located in Jackson, Mississippi.
Sheldon is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Sheldon has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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 Sheldon Miles Ford'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®
NoneExperience
Current
May 26, 2014 - Present
MCALLISTER CAPITAL MANAGEMENT
Office #1: 1907 Dunbarton Drive Suite E, Jackson, MS 39216RIA
CRD#: 115613
Jackson, MS
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".
MC
MCALLISTER CAPITAL MANAGEMENT
MCALLISTER CAPITAL MANAGEMENT | MCALLISTER CAPITAL MANAGEMENT CORPORATION
CRD#: 115613 / SEC#: 801-114794
RIA
Registered Investment Advisory firm - (3/8/2019 Approved)Florida
Registered Investment Advisory firm - (3/13/2019 Terminated)Kansas
Registered Investment Advisory firm - (3/13/2019 Terminated)Mississippi
Registered Investment Advisory firm - (3/13/2019 Terminated)Texas
Registered Investment Advisory firm - (3/13/2019 Terminated)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
Mississippi(5/26/2014)
Current Firm
MC
MCALLISTER CAPITAL MANAGEMENT
MCALLISTER CAPITAL MANAGEMENT | MCALLISTER CAPITAL MANAGEMENT CORPORATION
CRD#: 115613 / SEC#: 801-114794
RIA
Registered Investment Advisory firm - (3/8/2019 Approved)Florida
Registered Investment Advisory firm - (3/13/2019 Terminated)Kansas
Registered Investment Advisory firm - (3/13/2019 Terminated)Mississippi
Registered Investment Advisory firm - (3/13/2019 Terminated)Texas
Registered Investment Advisory firm - (3/13/2019 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1907 Dunbarton Drive Suite E, Jackson, MS 39216
Mailing Address
Phone number
(601) 362-1000
Established
Firm type
Fiscal year end
# of Employees
3
SEC notice filing (3 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 193 |
| AUM (Assets Under Management) | $ 260,842,817 |
Red Flags
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Company Information
MCALLISTER CAPITAL MANAGEMENT
CRD#: 115613Jackson, MS 39216TRUST BUT VERIFY
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