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David Lee Shuttleworth

SHUTTLEWORTH & COMPANY·POWELL, Ohio
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3807 ATTUCKS DRIVE, POWELL, OH 43065CRD# 4574636Firm CRD# 121382
01

About

David Lee Shuttleworth is a registered financial advisor based in POWELL, Ohio, affiliated with SHUTTLEWORTH & COMPANY. 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
03

Firm Overview

Firm
SHUTTLEWORTH & COMPANY
SHUTTLEWORTH & COMPANY
AUM
$138M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at SHUTTLEWORTH & COMPANY →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 4574636
Firm CRD# 121382
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does David Lee Shuttleworth offer?
David Lee Shuttleworth specializes in Financial Planning, Investment Management. Contact their office in POWELL, Ohio for a consultation.
What are David Lee Shuttleworth's credentials?
David Lee Shuttleworth is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David Lee Shuttleworth located?
David Lee Shuttleworth is based in POWELL, Ohio, working with SHUTTLEWORTH & COMPANY. Their office serves clients in the POWELL metropolitan area and surrounding communities.
How does David Lee Shuttleworth charge for services?
David Lee Shuttleworth's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SHUTTLEWORTH & COMPANY?
SHUTTLEWORTH & COMPANY has approximately 3 employees and manages $138M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in POWELL
Matthew Raymond Freiburger — SHUTTLEWORTH & COMPANYWilliam Gary Henderly — NVEST WEALTH STRATEGIES, INC.Steven Gregory Henderly — NVEST WEALTH STRATEGIES, INC.Erin M Maynard — SHUTTLEWORTH & COMPANYJordan Arthur Ranly — NVEST WEALTH STRATEGIES, INC.
Nearby cities in Ohio
CINCINNATI (755)CLEVELAND (395)COLUMBUS (392)BEACHWOOD (138)DUBLIN (93)
City Guides
CINCINNATI GuideCLEVELAND GuideCOLUMBUS GuideBEACHWOOD GuideDUBLIN Guide
Research
Advisor Fees in OhioNational Fee Analysis
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