Sheila Pettee, financial advisor Rowayton CT

Sheila Pettee

CRD Number: 1303484
Current Firm: Pettee Investors Inc.

Sheila Pettee (CRD# 1303484) is an Investment Advisor Representative working at Pettee Investors Inc. in Rowayton, CT and has 1 year of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Hoya Capital Real Estate, LLC Rowayton, CT Oct 2018 - Current 3
Pettee Investors, Inc. Rowayton, CT Sep 2015 - Current 6
Pettee Investors, Inc. New Canaan, CT Jan 1989 - Sep 2015 26

Sheila Pettee has no recent exams reported.
Contact Info for Sheila P. Pettee
Phone Number: 203 9578880
Registered State(s):
  • CT
By the Numbers
  • Total Assets Under Management
    209
    MILLIONS
  • Total Number of Accounts
    70
    ACCOUNTS
  • Average Account Value
    $2,981,089
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

CT, MI

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