Lesley Sheeley, financial advisor Providence RI

Lesley Sheeley

CRD Number: 1873232
Current Firm: Sheeley & Partners Wealth Management, LLC

Lesley Sheeley (CRD# 1873232) is an Investment Advisor Representative working at Sheeley & Partners Wealth Management, LLC in Providence, RI and has over 35 years of experience in the finance industry.

Similar Advisors
Michael Aaronson, financial advisor Providence RI
Michael D. Aaronson
CRD# 4318531
Integrated Wealth Concepts LLC
Similar Advisors
Rebecca Abbatamarco-Boisclair, financial advisor Providence RI
Rebecca J. Abbatamarco-Boisclair
CRD# 4030542
Ameriprise Financial Services, LLC
Similar Advisors
Christopher Abbate, financial advisor Providence RI
Christopher M. Abbate
CRD# 6230536
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name Location Dates Years
Navigator Investments, LLC Providence, RI Jun 1998 - Current 25
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1988
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Lesley W. Sheeley
Phone Number: 401-455-1230
Registered State(s):
  • RI
By the Numbers
  • Total Assets Under Management
    118
    MILLIONS
  • Total Number of Accounts
    198
    ACCOUNTS
  • Average Account Value
    $595,858
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
  • Pension consulting services
  • Other
Types of Clients
Registered States

FL, MA, RI

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.