Unclaimed Profile

William Sheldon Hart

RETIREMENT STRATEGIES, INC.·JACKSONVILLE, Florida

Clean recordRETIREMENT STRATEGIES, INC.

10751 DEERWOOD PARK BOULEVARD, JACKSONVILLE, FL 32256CRD# 2327251Firm CRD# 134385

Profile Verification

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

Identity

William Sheldon Hart · JACKSONVILLE, FL

Registration

CRD #2327251 · RETIREMENT STRATEGIES, INC.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

William Sheldon Hart is a registered financial advisor based in JACKSONVILLE, Florida, affiliated with RETIREMENT STRATEGIES, INC.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

RETIREMENT STRATEGIES, INC.

AUM

$341M

Regulatory assets under management

Employees

Total firm employees

View all advisors at RETIREMENT STRATEGIES, INC. →

Services

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Other

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 2327251

Firm CRD# 134385

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does William Sheldon Hart offer?

William Sheldon Hart specializes in Financial Planning, Investment Management. Contact their office in JACKSONVILLE, Florida for a consultation.

What are William Sheldon Hart's credentials?

William Sheldon Hart is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is William Sheldon Hart located?

William Sheldon Hart is based in JACKSONVILLE, Florida, working with RETIREMENT STRATEGIES, INC.. Their office serves clients in the JACKSONVILLE metropolitan area and surrounding communities.

How does William Sheldon Hart charge for services?

William Sheldon Hart'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 RETIREMENT STRATEGIES, INC.?

RETIREMENT STRATEGIES, INC. has approximately 10 employees and manages $341M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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