Shelley Fisher, financial advisor Xenia OH
87 score

Shelley Fisher

CRD Number: 6071620
Current Firm: Capital City Asset Management Group, LLC

Shelley Fisher (CRD# 6071620) is an Investment Advisor Representative working at Capital City Asset Management Group, LLC in Xenia, OH and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Mml Investor Services Dublin, OH May 2014 - Current 4
Mass Mutual Life Insurance Company Dublin, OH Apr 2014 - Current 4
Park Avenue Securities Dayton, OH Aug 2013 - Apr 2014 < 1
Guardian Life Insurance Dayton, OH May 2012 - Apr 2014 1
Naa, Jones Agency Burlington, NC Nov 2012 - Mar 2014 1
National City/pnc Bank Dayton, OH Mar 2003 - Jun 2012 9

Shelley Fisher has no recent exams reported.
Contact Info for Shelley A. Fisher
Phone Number: 614-485-0803
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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