Sheena Effendi
Investment adviser representative at Fiducient Advisors LLC
17 yearsExperience
1 stateRegistered in
$97.5BFirm assets
31 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 assetsFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
17 years in the industry.
- Fiducient Advisors LLCMar 2018 to now
- Orion Investment AdvisersJan 2009 to Mar 2018
Exams passed
- Series 66 · Uniform Combined State Law2001
State registrations
Registered as an investment adviser representative in 1 state (VA).
Fiducient Advisors LLC
$97.5BAssets managed
1,239Clients
68Advisers
31 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
- 4450630
- Firm CRD
- 106720