Steven
Sheldon
Mariner Wealth
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About this Advisor
Steven Sheldon is a financial advisor based in Houston, Texas, working with Mariner Wealth. Steven has previously held positions at Mariner Wealth Advisors and Sms Capital Management. Steven is registered to provide services in Texas. Currently, Steven is part of Mariner Wealth, which operates out of Houston, Texas. The firm has 68 offices and 1,498 employees. The firm manages assets totaling $81.1 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, educational seminars, and other services. The fee structure at Mariner Wealth includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Mariner Wealth Brokerage Details
$81,106,925,484
1,498
132,567
$611,818
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
Steven Sheldon Work History
Mariner Wealth Advisors
Sms Capital Management
Disclosures
Please visit the SEC profile of Steven Sheldon to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Mariner Wealth
Villa Park, IL
Madison, NJ
Minneapolis, MN
Los Angeles, CA
Plano, TX
Sarasota, FL
Scottsdale, AZ
Saint Louis, MO
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