Nicholas Shelton (CRD# 7271820) is an Investment Advisor Representative working at Roundview Capital, LLC in Princeton, NJ and has 1 year of experience in the finance industry. Nicholas Shelton has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4498867
Raymond James Financial Services Advisors, Inc.
CRD# 4125056
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 5343110
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Roundview Capital | Princeton, NJ | Apr 2017 - Current | 7 |
| Springhill Consulting Group | Chicago, IL | Jul 2016 - Mar 2017 | < 1 |
| University Of Michigan | Ann Arbor, MI | Sep 2012 - Jun 2016 | 3 |
| Roundview Capital | Princeton, NJ | May 2015 - Aug 2015 | < 1 |
| Schwebel Petroleum | Bakersfield, CA | May 2014 - Aug 2014 | < 1 |
- NJ
-
Total Assets Under Management1,410MILLIONS
-
Total Number of Accounts1,603ACCOUNTS
-
Average Account Value$879,591
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Pension consulting services
CA, CO, CT, FL, GA, IL, MA, MD, ME, MO, NC, NJ, NY, OR, PA, TX, VA
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