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Sheila Tuttle Cimini

Investment adviser representative at One Capital Management, LLC
19 yearsExperience
1 stateRegistered in
$8.5BFirm assets
24 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlySubscriptionFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting

Experience

19 years in the industry.

  1. One Capital Management, LLCMar 2021 to now
  2. TIAA-CREF Individual & Institutional Services, LLCDec 2010 to Mar 2021
  3. TIAADec 2007 to Mar 2021

Exams passed

  • Series 66 · Uniform Combined State Law2011

State registrations

Registered as an investment adviser representative in 1 state (CA).

One Capital Management, LLC

$8.5BAssets managed
3,535Clients
64Advisers
24 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
3197117
Firm CRD
114861
Advisor's SEC record (opens in a new tab)
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