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Joseph Donaled Brown

C.l. Sheldon & Company, LLC

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About Joseph Donaled Brown

Joseph Donaled Brown is an Investment Advisor Representative associated with C.l. Sheldon & Company, LLC. Joseph has been a registered advisor since 2024 and is currently licensed in Virginia, Rhode Island, Colorado, Texas, and Florida. Joseph is a Certified Financial Planner and has experience in financial planning and portfolio management. He is also a veteran of the United States Coast Guard. Joseph has a strong track record of success in helping clients achieve their financial goals.

Firm Information

Joseph Brown is currently registered with C.l. Sheldon & Company, LLC. C.l. Sheldon & Company, LLC is a registered investment advisor with approximately $69,161,309 in regulatory assets under management. The firm provides financial planning and portfolio management services to individuals, including high-net-worth individuals. They have 463 total accounts, with 15 clients classified as high-net-worth individuals and 87 clients classified as individuals other than high-net-worth.

$69.16M

Assets Under Management

3

Total Clients

2

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Joseph Brown’s Registration & Firm History

RI

12/17/2024 - Present

C.l. Sheldon & Company, LLC (Westerly RI)

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Licenses & Designations

IA

Issued 03/22/2023

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Joseph Donaled Brown.
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