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Samuel Tucker Shelton

Shelton Wealth Management, LLC

Fort Worth, TX

CRD 6096938

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Employer firm

Shelton Wealth Management, LLC CRD 312686

$364M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

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

Current Employers
Shelton Wealth Management, Llc

100 Throckmorton Street Suite 300, Fort Worth, TX 76102 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2021-05-03
  • TX RA
    APPROVED
    Since 2021-05-03

Branch Locations

100 Throckmorton Street Suite 300, Fort Worth, TX 76102 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Wells Fargo Advisors, Llc Fort Worth TX 05/2013 11/2016
Wells Fargo Clearing Services, Llc Fort Worth TX 11/2016 05/2021
Shelton Wealth Management, Llc Fort Worth TX 05/2021 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2013-08-08
  • S66 Uniform Combined State Law Examination
    2013-08-08

View on SEC IAPD

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