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Stephen Barnett Shipley

Cottonwood Capital Advisors

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About Stephen Barnett Shipley

Stephen Barnett Shipley is a registered Investment Advisor Representative with Cottonwood Capital Advisors in Irving, Texas. Stephen has over 30 years of experience in the financial services industry. Stephen is also a managing partner in Cottonwood Ventures, LLC, an entity formed to operate securities, advisory and insurance business.

Firm Information

Stephen Shipley is currently registered with Cottonwood Capital Advisors. Cottonwood Capital Advisors is a registered investment advisor based in Irving, Texas. They offer financial planning, portfolio management for individuals and businesses, and portfolio management for pooled investment vehicles. Their client base includes high-net-worth individuals, corporations and other businesses, and individuals other than high-net-worth.
Cottonwood Capital Advisors

105 DECKER COURT SUITE 730

IRVING, TX 75062

$252.59M

Assets Under Management

1

Total Clients

4

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Stephen Shipley’s Registration & Firm History

TX

03/30/2023 - Present

Cottonwood Capital Advisors (IRVING TX)

CA

01/14/2016 - 04/03/2023

COMMONWEALTH FINANCIAL NETWORK (SAN DIEGO CA)

TX

03/28/2013 - 01/14/2016

PROSPERA FINANCIAL SERVICES, INC. (IRVING TX)

TX

06/01/2009 - 04/12/2013

MORGAN STANLEY (ARLINGTON TX)

TX

04/02/2007 - 06/01/2009

MORGAN STANLEY & CO. INCORPORATED (ARLINGTON TX)

TX

11/17/1993 - 04/02/2007

MORGAN STANLEY DW INC. (ARLINGTON TX)

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Licenses & Designations

IA

Issued 05/03/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/19/1993

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/01/1993

Series 31 - Futures Managed Funds Examination

BC

Issued 11/16/1993

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Stephen Barnett Shipley.
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