Sidney L. Overby

SHELTER WEALTH STRATEGIES

HOUSTON, TX 77056

CRD#: 8069847

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Professional summary

Sidney Lorrainne Overby is a registered financial advisor currently at SHELTER WEALTH STRATEGIES, LLC located in Houston, Texas.

Sidney is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Sidney has worked at 2 firms and has passed the Series 65 exam.

At a Glance

Always Fiduciary

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 Sidney Lorrainne Overby'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

September 30, 2025 - Present

SHELTER WEALTH STRATEGIES, LLC

Office #1: 1400 Post Oak Blvd Suite 450, Houston, TX 77056

RIA

CRD#: 170655

HOUSTON, TX

Past

April 3, 2025 - October 3, 2025

DEVON INVESTMENT ADVISORY

RIA

CRD#: 300425

HOUSTON, TX

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

Texas
(9/30/2025)

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: 3/10/2025

Uniform Investment Adviser Law Examination

Current Firm

SHELTER WEALTH STRATEGIES, LLC

ALLIANCE INVESTMENT GROUP LLC | VIKTORIN, VANESSA | SHELTER WEALTH STRATEGIES, LLC | GREYSTONE ADVISORY GROUP LLC

CRD#: 170655 / SEC#: 801-135465

California

Registered Investment Advisory firm - (2/19/2015 Approved)

Delaware

Registered Investment Advisory firm - (6/13/2016 Approved)

Illinois

Registered Investment Advisory firm - (1/4/2016 Approved)

Indiana

Registered Investment Advisory firm - (1/10/2017 Approved)

Louisiana

Registered Investment Advisory firm - (2/12/2015 Approved)

Maryland

Registered Investment Advisory firm - (5/27/2016 Approved)

Michigan

Registered Investment Advisory firm - (5/23/2016 Approved)

Minnesota

Registered Investment Advisory firm - (3/6/2018 Approved)

New York

Registered Investment Advisory firm - (10/6/2015 Approved)

Ohio

Registered Investment Advisory firm - (6/20/2018 Approved)

Oregon

Registered Investment Advisory firm - (1/12/2022 Approved)

Pennsylvania

Registered Investment Advisory firm - (2/18/2015 Approved)

Texas

Registered Investment Advisory firm - (1/23/2015 Approved)

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Contact information

Main Address

1400 Post Oak Blvd Suite 450, Houston, TX 77056

Mailing Address

Phone number

(713) 620-8500

Established

Firm type

Fiscal year end

# of Employees

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

SHELTER WEALTH STRATEGIES ADV 2A (1/30/2026)

Regulatory assets under management

Total Number of Accounts	38
AUM (Assets Under Management)	$ 144,141,193

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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Sidney L. Overby

Professional summary

At a Glance

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Sidney Lorrainne Overby's CRS (Customer Relationship Summary).

Certified licenses

Experience

SHELTER WEALTH STRATEGIES, LLC

DEVON INVESTMENT ADVISORY

State Registrations and Notice Filings

Exams

Series 65

Date: 3/10/2025

Current Firm

SHELTER WEALTH STRATEGIES, LLC

Contact information

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

SHELTER WEALTH STRATEGIES, LLC

TRUST BUT VERIFY

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