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Sheldon Singleton

Investment Adviser Representative at CHICAGO CAPITAL MANAGEMENT ADVISORS, LLC

Irvine, CACRD #2060931Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
31 yrs
States Registered
1 states
Exams Passed
6

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Sheldon Singleton has worked in the securities industry since 1995. They are registered to provide investment advisory services in California.

Registrations & licenses

Registration type
Dual-registered
Registered in 1 states
California
Examinations passed
Series 63
Uniform Securities Agent State Law Examination
Passed 9/20/2019
Series 65
Uniform Investment Adviser Law Examination
Passed 8/10/2009
Series 7
General Securities Representative Examination
Passed 7/30/2019
SIE
Securities Industry Essentials Examination
Passed 6/24/2019
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 8/17/2001
Series 26
Investment Company Products/Variable Contracts Principal Examination
Passed 10/4/2001

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Asset tierAnnual rate
Equity/Asset Allocation $100K-$249,9992.25%
Equity/Asset Allocation $250K-$499,9992.00%
Equity/Asset Allocation $500K-$999,9991.75%
Equity/Asset Allocation $1M-$2,499,9991.50%
Equity/Asset Allocation $2.5M-$4,999,9991.25%
Equity/Asset Allocation $5M+1.00%
Fixed Income $100K-$249,9991.25%
Fixed Income $250K-$999,9991.00%
Fixed Income $1M-$4,999,9990.75%
Fixed Income $5M+0.50%
Account minimum: $50,000

Firm-stated minimum; may be waived at the firm's discretion.

Source

Chicago Capital Management Advisors, LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

CHICAGO CAPITAL MANAGEMENT ADVISORS, LLCCurrent
9/13/2022Irvine, CA
DELTA INVESTMENT MANAGEMENT, LLC
11/1/20188/20/2020Los Angeles, CA
VFG ADVISORS, INC.
4/25/201812/31/2018Irvine, CA
PARTNERS FOR PROSPERITY, LLC
12/12/20167/26/2018Newport Beach, CA
ROBOTIC TRADING ADVISORS, LLC
4/29/20143/18/2015Newport Beach, CA
TRANSAMERICA FINANCIAL ADVISORS, INC.
1/6/20123/19/2014Orange, CA
INVESTMENT ADVISORS INTERNATIONAL, INC.
9/4/20091/6/2012Laguna Hills, CA

Official records & sources

Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Sheldon Singleton has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

Sheldon Singleton - Financial Advisor in Irvine, CA | AdvisorFinder