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Edmond David Sheidlower

FORTE CAPITAL LLC·ROCHESTER, New York
Clean record5 years registeredFORTE CAPITAL LLC
400 LINDEN OAKS, ROCHESTER, NY 14625CRD# 1929184Firm CRD# 109941

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Edmond David Sheidlower · ROCHESTER, NY
Registration
CRD #1929184 · FORTE CAPITAL LLC · 5 years registered
Brand Profile
Not yet started
01

Career History

Sep 2025present
May 2021Oct 2025
ROCHESTER, NY
02

Registrations & Exams

Registration record
First registered · May 9, 2021
Years registered · 5
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
FORTE CAPITAL LLC
CRD 109941 · SEC 801-55817
AUM
$1.3B
Regulatory assets under management
Employees
21
2,232 client accounts
Services offered by FORTE CAPITAL LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Charitable organization or education services
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Nonprofits & Foundations
Introduction

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05

Frequently Asked Questions

What services does Edmond David Sheidlower offer?
Edmond David Sheidlower specializes in Financial Planning, Investment Management. Contact their office in ROCHESTER, New York for a consultation.
What are Edmond David Sheidlower's credentials?
Edmond David Sheidlower is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Edmond David Sheidlower located?
Edmond David Sheidlower is based in ROCHESTER, New York, working with FORTE CAPITAL LLC. Their office serves clients in the ROCHESTER metropolitan area and surrounding communities.
How does Edmond David Sheidlower charge for services?
Edmond David Sheidlower'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 FORTE CAPITAL LLC?
FORTE CAPITAL LLC has approximately 21 employees and manages $1.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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