Sheila Stanton, financial advisor Boston MA
93 score

Sheila Stanton

CRD Number: 1924439
Current Firm: Westwood Global Investments

Sheila Stanton (CRD# 1924439) is an Investment Advisor Representative working at Westwood Global Investments in Boston, MA and has over 27 years of experience in the finance industry.

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Company Name Location Dates Years
Westwood Global Investments Boston, MA Jun 2003 - Current 13
Morris & Morris, P.c. Neddham Heights, MA Jan 2002 - Current 14
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1989
S66 NASAA Uniform Combined State Law Examination Jul 2005
Contact Info for Sheila A. Stanton
Phone Number: 617-428-4040
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
    6,489
    MILLIONS
  • Total Number of Accounts
    19
    ACCOUNTS
  • Average Account Value
    $341,510,549
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

MA, TX

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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