Sheldon Singleton

Employer firm

Chicago Capital Management Advisors, LLC CRD 123483

$135M regulatory AUM 618 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• ESTATE AND INSURANCE PLANNING

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

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

Current Employers

Employment History

• 03/2014 → 06/2019
  Ers Life
  Alameda, CA
• 02/2015 → 05/2017
  Verizon Wireless
  Irvine, CA
• 11/2016 → 05/2018
  Partners For Prosperity, Llc
  Newport Beach, CA
• 01/2017 → 12/2017
  Wood Bridge Wealth
  Sherman Oaks, CA
• 04/2018 → 11/2018
  Vfg Advisors, Inc.
  Irvine, CA
• 11/2018 → Present
  Delta Investment Management, Llc
  Los Angeles, CA
• 03/2018 → 06/2019
  American Alternative Investments
  Indianapolis, IL
• 03/2019 → 01/2020
  Westpark Capital, Inc.
  Los Angeles, CA
• 01/2020 → Present
  American Trust Investment Services, Inc.
  Los Angeles, CA
• 04/2018 → Present
  Vanclef Financial Group
  Los Angeles, CA

Previous Registrations

• 2018-11-01 → 2020-08-20
  Delta Investment Management, Llc
  Los Angeles, CA
• 2018-04-25 → 2018-12-31
  Vfg Advisors, Inc.
  Irvine, CA
  Los Angeles, CA
• 2016-12-12 → 2018-07-26
  Prosperity Economics Partners, Llc
  Newport Beach, CA
• 2014-04-29 → 2015-03-18
  Robotic Trading Advisors, Llc
  Newport Beach, CA
  Scottsdale, AZ
• 2012-01-06 → 2014-03-19
  Transamerica Financial Advisors, Llc
  Laguna Hills, CA
  Orange, CA
• 2009-09-04 → 2012-01-06
  Investment Advisors International, Inc.
  Laguna Hills, CA

Other Businesses

(1) Robotic Financial Concepts LLC; 466 Santa Barbara, Irvine CA 92606; Sole Prop/Owner, financial services agency; life and health insurance, investments, marketing and referral agency; investment related; 6/2014 - present; approx. 80 hours per month, all during trading hours. (2) SR Singleton Health Insurance Services; 466 Santa Barbara, Irvine, CA 92606; Sole Prop/Owner, insurance agency, life and health insurance sales and services; not investment related; 2012 - Present; approx. 5-10% of time devoted, all during normal business hours. (3) Business Group Resources; 20 Executive Park, #120, Irvine, CA 92614; Independent Marketing Associate; not investment-related; refer business to CPA firm for research and development tax credits; 5/2018 - Present; approx. 10% of time devoted, all during normal business hours. (4) Tax Law Solutions; 268 Munoz Rivera Ave., Suite 1006, San Juan, PR 00918; not investment-related; Strategic Tax Planning; Referral Agent; 06/2019 - Present; approx. 10 hrs./month (incidental), all during trading hrs.; Strategic Tax Planning. (5) FIXED INSURANCE POSITION: Life and Health Insurance Agent NATURE: Fixed Life and Health Insurance. Sell life and health insurance to individuals and companies. INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 2 START DATE: 10/30/2019 ADDRESS: 466 Santa Barbara, Irvine CA 92606, United States DESCRIPTION: Selling Fixed Life and Health Insurance.

Exams

• S63 Uniform Securities Agent State Law Examination
  2019-09-20
• S65 Uniform Investment Adviser Law Examination
  2009-08-10

Other Names

• Sheldon Ronald Singleton