Unclaimed Profile

Angela Park Sheldon

TORTUGA WEALTH MANAGEMENT, INC.·TORRANCE, California

SIE, Series 7, Series 31, Series 66CFPClean record24 years registeredTORTUGA WEALTH MANAGEMENT, INC.

1957 CARSON STREET, TORRANCE, CA 90501CRD# 2905596Firm CRD# 153737

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Angela Park Sheldon · TORRANCE, CA

Registration

CRD #2905596 · TORTUGA WEALTH MANAGEMENT, INC. · 24 years registered

Brand Profile

Not yet started

Career History

TORTUGA WEALTH MANAGEMENT

May 2010 – present

MORGAN STANLEY SMITH BARNEY LLC

Jun 2009 – Jun 2010

TORRANCE, CA

CITIGROUP GLOBAL MARKETS INC.

Aug 2005 – Jun 2009

TORRANCE, CA

MORGAN STANLEY

Feb 2002 – Aug 2005

TORRANCE, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 31

Series 66

Registration record

First registered · February 5, 2002

Years registered · 24

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

TORTUGA WEALTH MANAGEMENT, INC.

CRD 153737 · SEC 801-124715

AUM

$137M

Regulatory assets under management

Employees

506 client accounts

Services offered by TORTUGA WEALTH MANAGEMENT, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at TORTUGA WEALTH MANAGEMENT, INC. →

Introduction

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Frequently Asked Questions

What services does Angela Park Sheldon offer?

Angela Park Sheldon specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in TORRANCE, California for a consultation.

What are Angela Park Sheldon's credentials?

Angela Park Sheldon holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Angela Park Sheldon located?

Angela Park Sheldon is based in TORRANCE, California, working with TORTUGA WEALTH MANAGEMENT, INC.. Their office serves clients in the TORRANCE metropolitan area and surrounding communities.

How does Angela Park Sheldon charge for services?

Angela Park Sheldon's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is TORTUGA WEALTH MANAGEMENT, INC.?

TORTUGA WEALTH MANAGEMENT, INC. has approximately 4 employees and manages $137M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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