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Chief Executive Officer · Cardinal Point Wealth Management

Jeffrey S. Sheldon

CRD 5494190 · Named on Form ADV at one SEC-registered adviser

At a glance

Cardinal Point Wealth Management, an SEC-registered wealth manager based in Toronto, ON, Canada with $4.8 billion in regulatory assets, lists Jeffrey S. Sheldon on its Form ADV as Chief Executive Officer, a control person.

Firms and roles

AtlasMembers

Jeffrey’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Matthew J CarvalhoChief Investment Officer, Cardinal Point Wealth Management
  • Donald M. ZientyChief Compliance Officer, Cardinal Point Wealth Management
  • Sally A. TaylorChief Operations Officer & Chief Financial Officer, Cardinal Point Wealth Management

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Jeffrey’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.