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Sheila Peck Pettee

PETTEE INVESTORS INC·ROWAYTON, Connecticut
Clean recordPETTEE INVESTORS INC
137 ROWAYTON AVENUE, ROWAYTON, CT 06853CRD# 1303484Firm CRD# 105553

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Sheila Peck Pettee · ROWAYTON, CT
Registration
CRD #1303484 · PETTEE INVESTORS INC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Sheila Peck Pettee is a registered financial advisor based in ROWAYTON, Connecticut, affiliated with PETTEE INVESTORS INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
Introduction

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03

Firm Overview

Firm
PETTEE INVESTORS INC
PETTEE INVESTORS INC
AUM
$232M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at PETTEE INVESTORS INC →
Services
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 1303484
Firm CRD# 105553
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Sheila Peck Pettee offer?
Sheila Peck Pettee specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in ROWAYTON, Connecticut for a consultation.
What are Sheila Peck Pettee's credentials?
Sheila Peck Pettee is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Sheila Peck Pettee located?
Sheila Peck Pettee is based in ROWAYTON, Connecticut, working with PETTEE INVESTORS INC. Their office serves clients in the ROWAYTON metropolitan area and surrounding communities.
How does Sheila Peck Pettee charge for services?
Sheila Peck Pettee's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PETTEE INVESTORS INC?
PETTEE INVESTORS INC has approximately 6 employees and manages $232M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at PETTEE INVESTORS INC

Timothy Platt Pettee
ROWAYTON, CT

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Research
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