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Sheila Peck Pettee

PETTEE INVESTORS INC·ROWAYTON, Connecticut
Clean record35 years registeredPETTEE 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 · 35 years registered
Brand Profile
Not yet started
01

Career History

HOYA CAPITAL REAL ESTATE, LLC
Oct 2018 – present
PETTEE INVESTORS INC
Jan 2005 – present
PETTEE INVESTORS INC
Nov 1990 – Dec 2004
NEW CANAAN, CT
02

Registrations & Exams

Registration record
First registered · November 2, 1990
Years registered · 35
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
PETTEE INVESTORS INC
CRD 105553 · SEC 801-34750
AUM
$232M
Regulatory assets under management
Employees
6
73 client accounts
Services offered by PETTEE INVESTORS INC
Per Form ADV
Portfolio management (individuals)
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
View all advisors at PETTEE INVESTORS INC →
Introduction

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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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