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Paul Z. Shelton

WARWICK SHORE ADVISORS
Orlando, FL 32814
Some features on this profile are disabled
CRD#: 6824655
PS

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)

Exams

State Security Law Exam
IAR
Series 65
Date: 9/30/2017
Uniform Investment Adviser Law Examination

Current Firm

WS
WARWICK SHORE ADVISORS, LLC
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
2

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts42
AUM (Assets Under Management)$ 5,155,330

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

WARWICK SHORE ADVISORS, LLC

CRD#: 293782Orlando, FL 32814

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