C.l. Sheldon & Company, LLC

C.l. Sheldon & Company, LLC (CRD# 152582) is a financial advisory firm headquartered in Alexandria, VA. They manage $69,161,309 in 463 accounts and serve the financial needs of clients across 5 states (or territories).

Current Firm Details
1800 Diagonal Road, Suite 600, Alexandria, VA 22314
https://www.linkedin.com/company/c-l-sheldon-company-llc
By the Numbers
  • Total Assets Under Management
    69
    MILLION
  • Total Number of Accounts
    463
    ACCOUNTS
  • Average Account Value
    $149,376
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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CO, FL, RI, TX, VA

Financial Advisors at C.l. Sheldon & Company, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Curtis Sheldon, financial advisor Fairfax Station VA
Curtis L. Sheldon
CRD#: 5831786
Fairfax Station, VA

Curtis Sheldon (CRD# 5831786) is an Investment Advisor Representative working at C.l. Sheldon & Company, LLC in Fairfax Station, VA and has over 13 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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