Scott Hall Shelton
How is this counted?
Counted from the earlier of the person's first job or first state securities exam on their SEC record (currently the Series 63, 65 or 66). The SIE, futures exams and earlier firm registrations are not counted. The count runs to the end of their latest job, or this year if a job is still open. It includes every employer listed, even outside investment work, and any gaps between jobs. The SEC record lists jobs held in about the last 10 years, so jobs that ended before then are not counted. Years are counted by calendar year, so the figure can run up to a year high. This is not a measure of skill or quality.
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Services the firm offers
These describe the firm as a whole, not only this advisor.
Experience
12 years since the first job or state securities exam on the SEC record. Counts all jobs listed.
- Shelton Wealth Management, LLCJun 2024 to now
- Fidelity InvestmentsApr 2021 to Jun 2024
- Camp GladiatorJan 2020 to Apr 2021
- EquinoxOct 2019 to Dec 2019
- UnemployedAug 2019 to Sep 2019
- Dell TechnologiesJan 2019 to Jul 2019
- Austin FocusSep 2018 to Oct 2018
- UnemployedAug 2018 to Dec 2018
- Texans for Greg AbbottMay 2018 to Aug 2018
- Baylor Admissions CenterJun 2016 to Apr 2018
- Baylor UniversityAug 2014 to Aug 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (TX).
Shelton Wealth Management, LLC
Official records
Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- 7372644
- 312686