Advisor at Trajan Wealth, L.L.C.
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Firm
Trajan Wealth, L.L.C.
Location
Frisco, TX 75034
Credentials
CFP®, Series 63, Series 66
Industry experience
32 years
Stephen Shelvey III is a CFP® professional with 32 years of experience in the financial services industry. He is currently with Trajan Wealth, L.L.C., where he has worked since 2022. His prior experience includes roles at Pruco Securities, Prudential Insurance Company of America, Fisher Investments, and Mercer Global Advisors. Outside of his advisory work, Shelvey is involved in insurance sales. Trajan Wealth serves individual and high-net-worth clients, as well as foundations, endowments, and institutional investors. The firm provides discretionary portfolio management, financial planning, and access to alternative investments, with an investment approach based on fundamental, technical, and cyclical analysis tailored to client objectives.
Based on Trajan Wealth, L.L.C.
Based on Trajan Wealth, L.L.C.
$0+: 0.50% to 1.50% annually Smaller account sizes or additional servicing+: 1.50% to 2.00% annually
Management fee up to 2.00% plus performance or carry fee not to exceed 25% of gain in valuation on Private Market offerings.
5285 Dallas Parkway Road, Suite 410
Frisco, TX 75034
Texas
Trajan Wealth, L.L.C.
2022 - Present (4 years)
Pruco Securities, LLC.
2020 - 2022 (2 years)
Prudential Insurance Company of America
2020 - 2022 (2 years)
Tarrant Roofing
2020 - 2022 (2 years)
Fisher Investments
2018 - 2020 (2 years)
Mercer Global Advisors
2013 - 2018 (5 years)
Investment Property
2003 - 2018 (15 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Verified by Warmer
Series 63, Series 66
Frisco, TX
Cetera
Series 63, Series 65, Series 66
Frisco, TX
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ChFC®
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3:23 Financial Services LLC
Series 63
Richardson, TX
Bent Tree Trust Advisors, LLC
Series 65
Corinth, TX
Tooth & Coin Wealth
Series 63, Series 65
Plano, TX
Gadiraju, Raju
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