Paul Z. Shelton

WARWICK SHORE ADVISORS

Orlando, FL 32814

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CRD#: 6824655

Professional summary

Paul Zachary Shelton Jr. is a registered financial advisor currently at WARWICK SHORE ADVISORS, LLC located in Orlando, Florida.

Paul is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Paul has worked at 2 firms 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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Paul Zachary Shelton Jr.'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®

None

Experience

Current

June 1, 2018 - Present

WARWICK SHORE ADVISORS, LLC

Office #1: 1507 Lake Baldwin Lane Suite B, Orlando, FL 32814

RIA

CRD#: 293782

Orlando, FL

Past

October 24, 2017 - May 30, 2018

WATER OAK ADVISORS, LLC

RIA

CRD#: 140486

WINTER PARK, FL

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

Florida
(6/1/2018)

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 65

Date: 9/30/2017

Uniform Investment Adviser Law Examination

Current Firm

WARWICK SHORE ADVISORS, LLC

CRD#: 293782 / SEC#:

Florida

Registered Investment Advisory firm - (6/1/2018 Approved)

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Contact information

Main Address

1507 Lake Baldwin Lane Suite B, Orlando, FL 32814

Mailing Address

Phone number

(407) 440-3642

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	42
AUM (Assets Under Management)	$ 5,155,330

Red Flags

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Paul Z. Shelton

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Paul Zachary Shelton Jr.'s CRS (Customer Relationship Summary).

Certified licenses

Experience

WARWICK SHORE ADVISORS, LLC

WATER OAK ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 9/30/2017

Current Firm

WARWICK SHORE ADVISORS, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

WARWICK SHORE ADVISORS, LLC

TRUST BUT VERIFY

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