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Shelby Newell

Shelby Newell

IRONWOOD WEALTH MANAGEMENT
CHANDLER, AZ 85226
CRD#: 6666626
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Shelby Newell
Shelby NewellIRONWOOD WEALTH MANAGEMENT

Professional summary

Shelby Newell, CFP®, who also goes by Shelby H G Newell, is a registered financial advisor currently at IRONWOOD WEALTH MANAGEMENT, LLC located in Chandler, Arizona.

Shelby is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Shelby has worked at 4 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 10 and Series 9 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Shelby H G Newell

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 Newell'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®
CFP®

Certified Financial Planner

Start date: 2022

Experience

Current

June 12, 2026 - Present

IRONWOOD WEALTH MANAGEMENT, LLC

Office #1: San Tan Corporate Center 3100 W. Ray Rd. Suite 301, Chandler, AZ 85226
RIA
CRD#: 200511
CHANDLER, AZ
Past

December 2, 2019 - April 24, 2026

FORVIS MAZARS WEALTH ADVISORS, LLC

RIA
CRD#: 110905
Tempe, AZ
Past

November 20, 2018 - November 27, 2019

MORGAN STANLEY

RIA
CRD#: 149777
INDIANAPOLIS, IN
Past

October 19, 2018 - November 27, 2019

MORGAN STANLEY

BD
CRD#: 149777
INDIANAPOLIS, IN
Past

October 31, 2016 - October 30, 2018

CHARLES SCHWAB & CO., INC.

BD
CRD#: 5393
Indianapolis, IN

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".
IW
IRONWOOD WEALTH MANAGEMENT, LLC
IRONWOOD FINANCIAL PHOENIX, LLC | IRONWOOD WEALTH MANAGMENT, LLC | IRONWOOD WEALTH MANAGEMENT, LLC

CRD#: 200511 / SEC#: 801-96281

RIA
Registered Investment Advisory firm - (5/15/2015 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
Arizona
(6/12/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 11/20/2018
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 9/23/2016
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 10/31/2016
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 10
Date: 11/17/2017
General Securities Sales Supervisor - General Module Examination
Principal/Supervisory Exam
RR
Series 9
Date: 8/23/2017
General Securities Sales Supervisor - Options Module Examination

Current Firm

IW
IRONWOOD WEALTH MANAGEMENT, LLC
IRONWOOD FINANCIAL PHOENIX, LLC | IRONWOOD WEALTH MANAGMENT, LLC | IRONWOOD WEALTH MANAGEMENT, LLC

CRD#: 200511 / SEC#: 801-96281

RIA
Registered Investment Advisory firm - (5/15/2015 Approved)
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Contact information

Main Address
San Tan Corporate Center 3100 W. Ray Rd. Suite 301, Chandler, AZ 85226
Mailing Address
San Tan Corporate Center 3100 W. Ray Rd. Suite 301, Chandler, AZ 85226
Phone number
(480) 776-5960
Established
Firm type
Fiscal year end
# of Employees
17

SEC notice filing (13 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV PART 2A (7/17/2025)

Regulatory assets under management

Total Number of Accounts2,263
AUM (Assets Under Management)$ 662,230,787

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.

Company Information

IRONWOOD WEALTH MANAGEMENT, LLC

CRD#: 200511Chandler, AZ 85226

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