Sheila Edelstein (CRD# 1738126) is an Investment Advisor Representative working at Avantax Advisory Services in Oak Brook, IL and has over 32 years of experience in the finance industry.
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 4846117
Hightower Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Avantax Advisory Services | Oak Brook, IL | Nov 1993 - Current | 30 |
| Avantax Insurance Agency, LLC | Oak Brook, IL | Jul 1993 - Current | 30 |
| Sheila Edelstein, Cpa, Cfp | Oak Brook, IL | Dec 1989 - Current | 34 |
| Avantax Investment Services, Inc. | Oak Brook, IL | Aug 1987 - Current | 36 |
| Sheila Edelstein, Cpa, Cfp | Oakbrook, IL | May 1993 - Apr 2019 | 25 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 1991 |
- IL
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Total Assets Under Management41,696MILLIONS
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Total Number of Accounts131,534ACCOUNTS
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Average Account Value$316,996
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- 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
- Other
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, VT, WA, WI, WV, WY
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