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Lesley Wilbur Sheeley

SHEELEY & PARTNERS WEALTH MANAGEMENT, LLC·PROVIDENCE, Rhode Island
Unclaimed Profile
100 WESTMINSTER ST., PROVIDENCE, RI 02903CRD# 1873232Firm CRD# 109013
01

About

Lesley Wilbur Sheeley is a registered financial advisor based in PROVIDENCE, Rhode Island, affiliated with SHEELEY & PARTNERS WEALTH MANAGEMENT, 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
03

Firm Overview

Firm
SHEELEY & PARTNERS WEALTH MANAGEMENT, LLC
SHEELEY & PARTNERS WEALTH MANAGEMENT, LLC
AUM
$118M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at SHEELEY & PARTNERS WEALTH MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 1873232
Firm CRD# 109013
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Lesley Wilbur Sheeley offer?
Lesley Wilbur Sheeley specializes in Financial Planning, Investment Management. Contact their office in PROVIDENCE, Rhode Island for a consultation.
What are Lesley Wilbur Sheeley's credentials?
Lesley Wilbur Sheeley is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Lesley Wilbur Sheeley located?
Lesley Wilbur Sheeley is based in PROVIDENCE, Rhode Island, working with SHEELEY & PARTNERS WEALTH MANAGEMENT, LLC. Their office serves clients in the PROVIDENCE metropolitan area and surrounding communities.
How does Lesley Wilbur Sheeley charge for services?
Lesley Wilbur Sheeley'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 SHEELEY & PARTNERS WEALTH MANAGEMENT, LLC?
SHEELEY & PARTNERS WEALTH MANAGEMENT, LLC has approximately 2 employees and manages $118M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at SHEELEY & PARTNERS WEALTH MANAGEMENT, LLC

Todd Allan Lindmark
PROVIDENCE, RI

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Nearby cities in Rhode Island
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