Shelby Shelby (CRD# 6082819) is an Investment Advisor Representative working at Fiduciary Family Office, LLC in Saratoga Springs, UT and has over 8 years of experience in the finance industry. Shelby Shelby has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4683570
Cetera Investment Advisers LLC
CRD# 1870699
Five Seasons Financial Planning LLC
CRD# 840425
Equitable Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fiduciary Family Office, LLC | Saratoga Springs, UT | Nov 2023 - Current | < 1 |
| Farther Finance Advisors, LLC | San Francisco, CA | Aug 2020 - Nov 2023 | 3 |
| United Capital & Goldman Sachs Personal Financial Management | Boca Raton, FL | Aug 2018 - Jul 2020 | 1 |
| Sea Hunter Capital | West Palm Beach, FL | May 2018 - Jul 2018 | < 1 |
| Sea Hunter Therapeutics | West Palm Beach, FL | Jan 2018 - Jul 2018 | < 1 |
| Dg Wealth Partners | Palm Beach Gardens, FL | Jun 2017 - Dec 2017 | < 1 |
| Goldman Sachs & Company | West Palm Beach, FL | Jun 2013 - May 2017 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2015 |
- UT
-
Total Assets Under Management610MILLIONS
-
Total Number of Accounts583ACCOUNTS
-
Average Account Value$1,045,960
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
FL, ME, TX, UT
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