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Therese-Marie Casement

Shelter Wealth Strategies, LLC

Houston, TX

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Current Employers
Shelter Wealth Strategies, Llc

1400 Post Oak Blvd Suite 450, Houston, TX 77056 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-06-20
  • TX RA
    APPROVED
    Since 2025-06-20

Branch Locations

1400 Post Oak Blvd Suite 450, Houston, TX 77056 • 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
Prime Capital Investment Advisors, Llc Overland Park KS 09/2023 12/2024
Goldman Sachs Personal Financial Management Houston TX 07/2019 09/2023
United Capital Financial Advisors Houston TX 10/2008 07/2019
Chilton Capital Management Houston TX 01/2025 05/2025
Shelter Wealth Strategies, Llc Houston TX 05/2025 Present
Devon Investment Advisory Houston TX 05/2025 10/2025
  • 09/2023 → 12/2024
    Prime Capital Investment Advisors, Llc
    Overland Park, KS
  • 07/2019 → 09/2023
    Goldman Sachs Personal Financial Management
    Houston, TX
  • 10/2008 → 07/2019
    United Capital Financial Advisors
    Houston, TX
  • 01/2025 → 05/2025
    Chilton Capital Management
    Houston, TX
  • 05/2025 → Present
    Shelter Wealth Strategies, Llc
    Houston, TX
  • 05/2025 → 10/2025
    Devon Investment Advisory
    Houston, TX
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-11-19
  • S65 Uniform Investment Adviser Law Examination
    2024-11-19
Other Names
  • Therese-Marie Casement
  • Therese-Marie Casement

View on SEC IAPD

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