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Edmond David Sheidlower

FORTE CAPITAL LLC·ROCHESTER, New York
Unclaimed Profile
400 LINDEN OAKS, ROCHESTER, NY 14625CRD# 1929184Firm CRD# 109941
01

About

Edmond David Sheidlower is a registered financial advisor based in ROCHESTER, New York, affiliated with FORTE CAPITAL LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
FORTE CAPITAL LLC
FORTE CAPITAL LLC
AUM
$1.3B
Regulatory assets under management
Employees
21
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Charitable organization or education services
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 1929184
Firm CRD# 109941
No disclosures on file
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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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