Sheldon Castle, financial advisor Williamsport PA

Sheldon Castle

CRD Number: 1795416
Current Firm: Cetera Investment Advisers LLC

Sheldon Castle (CRD# 1795416) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Williamsport, PA and has over 28 years of experience in the finance industry. Sheldon Castle 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.

Similar Advisors
Justin Buttrick, financial advisor Williamsport PA
Justin C. Buttrick
CRD# 5625453
Private Advisor Group, LLC
Similar Advisors
Richard Allen, financial advisor Williamsport PA
Richard S. Allen
CRD# 1375505
Ameriprise Financial Services, LLC
Similar Advisors
Michael Barclay, financial advisor Williamsport PA
Michael P. Barclay
CRD# 5768763
Mml Investors Services, LLC
Professional Designations
Company Name Location Dates Years
Cetera Investment Advisers LLC Schaumburg, IL Jun 2023 - Current < 1
Cetera Advisor Networks LLC El Segundo, CA Jun 2021 - Current 2
Voya Financial Advisors Williamsport, PA Sep 2014 - Jun 2021 6
Ing Financial Partners, Inc. Williamsport, PA Nov 2013 - Sep 2014 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1995
S65 NASAA Investment Advisors Law Examination Aug 2000
Contact Info for Sheldon D. Castle
Phone Number: 888-528-2987
Registered State(s):
  • PA
  • TX
By the Numbers
  • Total Assets Under Management
    33,356
    MILLIONS
  • Total Number of Accounts
    176,986
    ACCOUNTS
  • Average Account Value
    $188,469
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

Ready to hire a financial advisor? Get competitive proposals from Sheldon Castle and other 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.