Sheeley & Partners Wealth Management, LLC

Sheeley & Partners Wealth Management, LLC (CRD# 109013) is a financial advisory firm headquartered in Providence, RI. They manage $101,032,889 in 233 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    101
    MILLION
  • Total Number of Accounts
    233
    ACCOUNTS
  • Average Account Value
    $433,618
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, MA, NC, RI

Financial Advisors at Sheeley & Partners Wealth Management, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Megan E. Chisholm
CRD#: 6768995
100 Westminster St., Suite 1202, Providence, RI 02903

Megan Chisholm (CRD# 6768995) is an Investment Advisor Representative working at Sheeley & Partners Wealth Management, LLC in Providence, RI and has over 3 years of experience in the finance industry. Megan Chisholm 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.

2
George A. Greer
CRD#: 4117879
100 Westminster St., Suite 1202, Providence, RI 02903

George Greer (CRD# 4117879) is an Investment Advisor Representative working at Sheeley & Partners Wealth Management, LLC in Providence, RI and has over 20 years of experience in the finance industry.

3
Lesley W. Sheeley
CRD#: 1873232
100 Westminster St., Suite 1202, Providence, RI 02903

Lesley Sheeley (CRD# 1873232) is an Investment Advisor Representative working at Sheeley & Partners Wealth Management, LLC in Providence, RI and has over 32 years of experience in the finance industry.

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