SH
Sheldon Hollander
FUND CONCEPTS GROUP LLC
Chicago, IL
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CRD#: 7434796
SH
Professional summary
Sheldon Hollander is a registered financial advisor currently at FUND CONCEPTS GROUP LLC located in Chicago, Illinois.
Sheldon is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Sheldon 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.
CRS (Client Relationship Summary) - RIA
Click below to view Sheldon Hollander'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®
NoneExperience
Current
September 29, 2021 - Present
FUND CONCEPTS GROUP LLC
RIA
CRD#: 316009
Chicago, IL
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
Illinois(9/29/2021)
Current Firm
FC
FUND CONCEPTS GROUP LLC
FUND CONCEPTS GROUP LLC | SH INVESTMENTS | HOLLANDER, SHELDON
CRD#: 316009 / SEC#:
Illinois
Registered Investment Advisory firm - (9/29/2021 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Chicago, IL
Mailing Address
Phone number
(312) 579-7615
Established
Firm type
Fiscal year end
# of Employees
1
0
Red Flags
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