Unclaimed Profile

Douglas Mcdonald Sheffield

WEALTHSTONE INC·COLUMBUS, Ohio

SIE, Series 7, Series 24, Series 27, Series 63Clean record26 years registeredWEALTHSTONE INC

5000 HORIZONS DR, COLUMBUS, OH 43220CRD# 1174596Firm CRD# 110725

Profile Verification

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

Identity

Douglas Mcdonald Sheffield · COLUMBUS, OH

Registration

CRD #1174596 · WEALTHSTONE INC · 26 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: WEALTHSTONE INC

PPC PORTFOLIO CONSULTANTS, INC.

Nov 1999 – Dec 2008

COLUMBUS, OH

WEALTHSTONE INC

Nov 1999 – Jan 2019

COLUMBUS, OH

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 27

Series 63

Registration record

First registered · November 22, 1999

Years registered · 26

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

WEALTHSTONE FAMILY OFFICE LLC

CRD 110725 · SEC 801-20781

AUM

$1.3B

Regulatory assets under management

Employees

1,037 client accounts

Services offered by WEALTHSTONE FAMILY OFFICE LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at WEALTHSTONE FAMILY OFFICE LLC →

Introduction

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Frequently Asked Questions

What services does Douglas Mcdonald Sheffield offer?

Douglas Mcdonald Sheffield specializes in Financial Planning, Investment Management.

What are Douglas Mcdonald Sheffield's credentials?

Douglas Mcdonald Sheffield is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Douglas Mcdonald Sheffield located?

Douglas Mcdonald Sheffield is based in COLUMBUS, Ohio, last registered with WEALTHSTONE INC.

How does Douglas Mcdonald Sheffield charge for services?

Douglas Mcdonald Sheffield'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 WEALTHSTONE INC?

WEALTHSTONE INC has approximately 19 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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