Unclaimed Profile

David Lee Shuttleworth

SHUTTLEWORTH & COMPANY·POWELL, Ohio

Clean record26 years registeredSHUTTLEWORTH & COMPANY

3807 ATTUCKS DRIVE, POWELL, OH 43065CRD# 4574636Firm CRD# 121382

Profile Verification

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

Identity

David Lee Shuttleworth · POWELL, OH

Registration

CRD #4574636 · SHUTTLEWORTH & COMPANY · 26 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: SHUTTLEWORTH & COMPANY

SHUTTLEWORTH & COMPANY

Nov 1999 – Jan 2025

POWELL, OH

Registrations & Exams

Registration record

First registered · November 19, 1999

Years registered · 26

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

SHUTTLEWORTH & COMPANY

CRD 121382 · SEC 801-120895

AUM

$138M

Regulatory assets under management

Employees

198 client accounts

Services offered by SHUTTLEWORTH & COMPANY

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at SHUTTLEWORTH & COMPANY →

Introduction

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Frequently Asked Questions

What services does David Lee Shuttleworth offer?

David Lee Shuttleworth specializes in Financial Planning, Investment Management.

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, last registered with SHUTTLEWORTH & COMPANY.

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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