Sheldon-scott Halcrow

CALEO CAPITAL N.A. LLC

PONTE VEDRA, FL 32081

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CRD#: 7429895

Professional summary

Sheldon-scott Halcrow is a registered financial advisor currently at CALEO CAPITAL N.A. LLC located in Ponte Vedra, Florida.

Sheldon-scott is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Sheldon-scott 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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Sheldon-scott Halcrow'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®

None

Experience

Current

December 2, 2021 - Present

CALEO CAPITAL N.A. LLC

Office #1: 90 Fort Wade Road, Ponte Vedra, FL 32081

RIA

CRD#: 308542

PONTE VEDRA, 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
(5/25/2023)

IAR

New Jersey
(12/2/2021)

IAR

Texas
(5/17/2023)

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: 9/8/2021

Uniform Investment Adviser Law Examination

Current Firm

CALEO CAPITAL N.A. LLC

CALEO CAPITAL N.A. LLC | CALEO CAPITAL SA

CRD#: 308542 / SEC#: 801-134431

Florida

Registered Investment Advisory firm - (5/25/2023 Approved)

New Jersey

Registered Investment Advisory firm - (12/2/2021 Approved)

Texas

Registered Investment Advisory firm - (5/17/2023 Conditional Restricted)

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Contact information

Main Address

90 Fort Wade Road Suite 100, Ponte Vedra, FL 32081

Mailing Address

Phone number

(609) 838-1245

Established

Firm type

Fiscal year end

# of Employees

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

CALEO CAPITAL FORM ADV PART IA (8/27/2025)

ANTHONY PRIVETERA FORM ADV PART 2B (8/27/2025)

DARYL BARTKUNSKY FORM ADV PART 2B (3/26/2025)

SHELDON-SCOTT HALCROW ADV PART 2B (3/26/2025)

DARRYN THOMAS FORM ADV PART 2B (3/26/2025)

Regulatory assets under management

Total Number of Accounts	190
AUM (Assets Under Management)	$ 100,825,200

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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Sheldon-scott Halcrow

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Sheldon-scott Halcrow's CRS (Customer Relationship Summary).

Certified licenses

Experience

CALEO CAPITAL N.A. LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 9/8/2021

Current Firm

CALEO CAPITAL N.A. LLC

Contact information

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CALEO CAPITAL N.A. LLC

TRUST BUT VERIFY

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