Sheila Brand Stehlin

Employer firm

Commonwealth Financial Network CRD 8032

$213B regulatory AUM 20,450 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2015 → Present
  Commonwealth Financial Network
  Waltham, MA

Previous Registrations

• 2012-01-18 → 2015-01-26
  Ameriprise Financial Services, Llc
  Newburyport, MA
  Wakefield, MA

Other Businesses

1. Part Owner, Port Capital Management, Inc., as of 08/2014, 1% of time spent during business hours, a private entity established to facilitate securities business; Conducted at branch location; Investment related. 2. Fixed insurance sales; as of 10/2/2014, 1% of time spent during business hours, Conducted at branch location; Investment related. 3. Part Owner, Port Capital, LLC, as of 2014, 0% of time spent during business hours, a private entity established as a real estate holding company; Not conducted at branch location; Investment related.

Exams

• S66 Uniform Combined State Law Examination
  2006-01-30
• S65 Uniform Investment Adviser Law Examination
  2002-06-25

Designations

• Certified Financial Planner

Other Names

• Sheila Catherine Scrudato
• Sheila Brand Stehlin
• Sheila Catherine Brand