Curtis Lee Sheldon
Investment adviser representative at C.L. Sheldon & Company, LLC
17 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$110.7MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
HourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
17 years in the industry.
- C.L. Sheldon & Company, LLCSep 2009 to now
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2010
State registrations
Registered as an investment adviser representative in 3 states (FL, TX, VA).
C.L. Sheldon & Company, LLC
$110.7MAssets managed
138Clients
3Advisers
Under 1 yearIn 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
- 5831786
- Firm CRD
- 152582