Mckenna P. Sheldon

PRIVATE ADVISORY

Draper, UT 84020

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CRD#: 7072453

Professional summary

Mckenna Paige Sheldon, CFP®, who also goes by Mckenna Paige Parker, is a registered financial advisor currently at PRIVATE ADVISORY located in Draper, Utah.

Mckenna is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Mckenna has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Mckenna Paige Parker

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 Mckenna Paige Sheldon'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

Experience

Current

July 29, 2021 - Present

PRIVATE ADVISORY

Office #1: 12459 S 300 E #101, Draper, UT 84020

RIA

CRD#: 170043

Draper, UT

Past

January 2, 2020 - June 21, 2021

LPL FINANCIAL LLC

RIA

CRD#: 6413

SO. OGDEN, UT

Past

November 8, 2019 - June 21, 2021

LPL FINANCIAL LLC

CRD#: 6413

SO. OGDEN, UT

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".

PRIVATE ADVISORY

PRIVATE ADVISORY | PRIVATE ADVISORY GROUP LLC

CRD#: 170043 / SEC#: 801-79100

RIA

Registered Investment Advisory firm - (1/24/2014 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
(7/29/2021)

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: 12/20/2019

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 3/30/2024

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 12/7/2018

Securities Industry Essentials Examination

Current Firm

PRIVATE ADVISORY

PRIVATE ADVISORY | PRIVATE ADVISORY GROUP LLC

CRD#: 170043 / SEC#: 801-79100

RIA

Registered Investment Advisory firm - (1/24/2014 Approved)

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Contact information

Main Address

16880 Ne 79th Street, Redmond, WA 98052

Mailing Address

Phone number

(425) 498-2320

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (10 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

PRIVATE ADVISORY GROUP ADV 2A MARCH 2025 (3/27/2025)

Regulatory assets under management

Total Number of Accounts	2,166
AUM (Assets Under Management)	$ 1,316,456,660

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
04/23/2025	Cover Page	Report

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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Mckenna P. Sheldon

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mckenna Paige Sheldon's CRS (Customer Relationship Summary).

Certified licenses

Experience

PRIVATE ADVISORY

LPL FINANCIAL LLC

LPL FINANCIAL LLC

Primary Firm SEC Registration

PRIVATE ADVISORY

State Registrations and Notice Filings

Exams

Series 66

Date: 12/20/2019

Series 7TO

Date: 3/30/2024

SIE

Date: 12/7/2018

Current Firm

PRIVATE ADVISORY

Contact information

SEC notice filing (10 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

PRIVATE ADVISORY

TRUST BUT VERIFY

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