Unclaimed Profile

Stanley Wade Shelton

WINDHAM CAPITAL MANAGEMENT, LLC·BOSTON, Massachusetts

Series 24Clean record15 years registeredWINDHAM CAPITAL MANAGEMENT, LLC

800 BOYLSTON STREET, BOSTON, MA 02199CRD# 4515329Firm CRD# 110539

Profile Verification

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

Identity

Stanley Wade Shelton · BOSTON, MA

Registration

CRD #4515329 · WINDHAM CAPITAL MANAGEMENT, LLC · 15 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: WINDHAM CAPITAL MANAGEMENT, LLC

WINDHAM CAPITAL MANAGEMENT, LLC

Nov 2010 – Dec 2019

BOSTON, MA

Registrations & Exams

FINRA examinations passed

Series 24

Registration record

First registered · November 19, 2010

Years registered · 15

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

WINDHAM CAPITAL MANAGEMENT, LLC

CRD 110539 · SEC 801-45014

AUM

$192M

Regulatory assets under management

Employees

3 client accounts

Services offered by WINDHAM CAPITAL MANAGEMENT, LLC

Per Form ADV

Pension consulting

Client types served by the firm

Per Form ADV

Pension & Retirement Plans

View all advisors at WINDHAM CAPITAL MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Stanley Wade Shelton offer?

Stanley Wade Shelton specializes in Retirement Planning, Fee-Only Advisory.

What are Stanley Wade Shelton's credentials?

Stanley Wade Shelton is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Stanley Wade Shelton located?

Stanley Wade Shelton is based in BOSTON, Massachusetts, last registered with WINDHAM CAPITAL MANAGEMENT, LLC.

How does Stanley Wade Shelton charge for services?

Stanley Wade Shelton'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 WINDHAM CAPITAL MANAGEMENT, LLC?

WINDHAM CAPITAL MANAGEMENT, LLC has approximately 9 employees and manages $192M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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