Sidney Lorrainne Overby
Investment adviser representative at Shelter Wealth Strategies, LLC
9 yearsExperience
1 stateRegistered in
$144.1MFirm assets
Under 1 yearFirm 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 assetsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
9 years in the industry.
- Shelter Wealth Strategies, LLCSep 2025 to now
- Key 2 Texas Realty LLCJul 2021 to now
- Sage Settlement ConsultingDec 2019 to now
- Devon Investment Advisory Group, LLCApr 2025 to Oct 2025
- Watts Guerra LLPJun 2019 to Dec 2019
- University of MississippiAug 2016 to May 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (TX).
Shelter Wealth Strategies, LLC
$144.1MAssets managed
38Clients
16Advisers
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
- 8069847
- Firm CRD
- 170655