Timothy Patrick Sheldon

Employer firm

One Capital Management, LLC CRD 114861

$8.53B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting

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

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

Current Employers

Employment History

• 11/2006 → 09/2017
  Fidelity Brokerage Services Llc
  Portland, ME
• 11/2006 → 09/2017
  Strategic Advisers, Inc.
  Portland, ME
• 10/2017 → 08/2025
  Tiaa
  Denver, CO
• 07/2025 → 08/2025
  Tiaa-Cref Individual & Institutional Services, Llc
  Denver, CO
• 09/2025 → Present
  One Capital Management
  Denver, CO

Previous Registrations

• 2025-07-11 → 2025-08-04
  Tiaa-Cref Individual & Institutional Services, Llc
  Glendale, CO
  Denver, CO
• 2008-06-27 → 2017-09-19
  Strategic Advisers Llc
  Portland, ME
  Denver, CO
  Greenwood Village, CO
• 2006-09-26 → 2006-10-30
  Ameriprise Financial Services, Llc
  Portsmouth, NH

Exams

• S66 Uniform Combined State Law Examination
  2006-09-05

Designations

• Certified Financial Planner

Other Names

• Timothy Patrick Sheldon
• Timothy Sheldon