Sheldon Scott Fox
Investment adviser representative at Capital Client Group, Inc.
12 yearsExperience
1 stateRegistered in
$0Firm assets
13 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.
Other
Experience
12 years in the industry.
- Capital Client Group, Inc.Mar 2025 to now
- Capital Group / Capital Client Group, Inc.Mar 2024 to Mar 2025
- Pimco Investment Llc/pacific Investment Management Company LLCJul 2021 to Mar 2024
- PimcoJun 2020 to Aug 2020
- Bankers TrustMay 2018 to Aug 2018
- University of IowaAug 2017 to May 2021
- Kidder Benefits Consultants / the Newport GroupMay 2016 to Aug 2017
- Waukee High SchoolAug 2013 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (NY).
Capital Client Group, Inc.
$0Assets managed
0Clients
606Advisers
13 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
- 7407208
- Firm CRD
- 6247