Sheila Tomlinson, financial advisor Middle Haddam CT

Sheila Tomlinson

CRD Number: 2198865
Current Firm: Osaic Wealth, Inc.

Sheila Tomlinson (CRD# 2198865) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Middle Haddam, CT and has over 21 years of experience in the finance industry.

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Company Name Location Dates Years
Royal Alliance Associates, Inc. Middle Haddam, CT Nov 2018 - Current 5
John Hancock Mutual Life Insurance Compa Manchester, CT Oct 1990 - Nov 2018 28
Signator Investors, Inc. Boston, MA Oct 1990 - Nov 2018 28
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 2003
S65 NASAA Investment Advisors Law Examination Sep 2004
Contact Info for Sheila L. Tomlinson
Phone Number: 800-821-5100 EXT. 5389
Registered State(s):
  • CT
By the Numbers
  • Total Assets Under Management
    29,536
    MILLIONS
  • Total Number of Accounts
    149,233
    ACCOUNTS
  • Average Account Value
    $197,920
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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