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David Edward Sheiman

The Ellerson Group Inc

Annapolis, MD

CRD 6205452

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Employer firm

The Ellerson Group Inc CRD 106658

$291M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers

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

Current Employers
The Ellerson Group Inc

415 Fourth Street Suite 101, Annapolis, MD 21403 • United States

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2023-06-30
  • MD RA
    APPROVED
    Since 2023-06-30

Branch Locations

415 Fourth Street Suite 101, Annapolis, MD 21403 • 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
The Ellerson Group Annapolis MD 04/2014 Present
  • 04/2014 → Present
    The Ellerson Group
    Annapolis, MD
Previous Registrations
  • 2013-07-12 → 2014-04-17
    D E Sheiman Capital Llc
    Cambridge, MA
Designations
  • Chartered Financial Analyst

View on SEC IAPD

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Nearby Offices

AMERIPRISE FINANCIAL SERVICES, LLC · ANNAPOLIS, MD
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · ANNAPOLIS, MD
CETERA INVESTMENT ADVISERS LLC · Annapolis, MD

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