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Michael Sheldon

Washington Trust Advisors

Wellesley, MA

New Haven, CT

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Current Employers
Washington Trust Advisors

20 William St Suite 135, Wellesley, MA 02481 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2025-09-23
FL RA APPROVED 2025-09-18
NM RA APPROVED 2025-08-17
CA RA APPROVED 2025-08-15
MD RA APPROVED 2025-08-15
NH RA APPROVED 2025-08-15
NY RA APPROVED 2025-08-15
PA RA APPROVED 2025-08-15
SC RA APPROVED 2025-08-15
TX RA APPROVED 2025-08-15
VA RA APPROVED 2025-08-15
CT RA APPROVED 2025-07-08
RI RA APPROVED 2025-07-08
  • MA RA
    APPROVED
    Since 2025-09-23
  • FL RA
    APPROVED
    Since 2025-09-18
  • NM RA
    APPROVED
    Since 2025-08-17
  • CA RA
    APPROVED
    Since 2025-08-15
  • MD RA
    APPROVED
    Since 2025-08-15
  • NH RA
    APPROVED
    Since 2025-08-15
  • NY RA
    APPROVED
    Since 2025-08-15
  • PA RA
    APPROVED
    Since 2025-08-15
  • SC RA
    APPROVED
    Since 2025-08-15
  • TX RA
    APPROVED
    Since 2025-08-15
  • VA RA
    APPROVED
    Since 2025-08-15
  • CT RA
    APPROVED
    Since 2025-07-08
  • RI RA
    APPROVED
    Since 2025-07-08

Branch Locations

20 William St Suite 135, Wellesley, MA 02481 • United States

265 Church Street Suite 1006, New Haven, CT 06510 • 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
Retirement Design & Management, Inc. Westport CT 05/2008 05/2017
Hightower Securities, Llc Westport CT 05/2017 06/2025
Washington Trust Advisors Wellesley MA 06/2025 Present
  • 05/2008 → 05/2017
    Retirement Design & Management, Inc.
    Westport, CT
  • 05/2017 → 06/2025
    Hightower Securities, Llc
    Westport, CT
  • 06/2025 → Present
    Washington Trust Advisors
    Wellesley, MA
Previous Registrations
  • 2015-12-11 → 2016-10-27
    Northstar Wealth Partners Llc
    West Hartford, CT
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1995-08-24
  • S63 Uniform Securities Agent State Law Examination
    1995-08-24
Designations
Other Names
  • Michael Israel Sheldon
  • Michael I Sheldon

View on SEC IAPD

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PRAN NATH TIKU
EZRA EDDIE SHAMMAY

Other Offices

PEAK FINANCIAL MANAGEMENT INC · WELLESLEY, MA
EQUITABLE ADVISORS, LLC · WELLESLEY, MA
FOCUS PARTNERS WEALTH, LLC · Wellesley, MA
FOCUS PARTNERS WEALTH, LLC · Wellessley, MA
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC · WELLESLEY, MA
FOCUS PARTNERS WEALTH, LLC · Wellesley, MA
FOCUS PARTNERS WEALTH, LLC · Wellelsey, MA
MORGAN STANLEY · Wellesley, MA

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