Sheldon-Scott Halcrow has been CEO, President, CCO of Caleo Capital N.A. since September 2022, is a control person of the firm and directly owns between 10% and 25% of it.
Caleo Capital N.A. LLC is a Ponte Vedra, FL firm with $112M under management, 119 clients and 4 advisers across 2 offices, as of its April 2026 filing.
- Caleo Capital N.A. LLCCurrent– present · 4 yearsPonte Vedra, FL · Adviser representative · Firm CRD 308542
Investment adviser representative registrations
Sheldon-Scott Halcrow is registered as an investment adviser representative in 3 states, as a resident of Texas. The first approvals date from December 2021; the most recent is Florida, in May 2023.
- FloridaSince 25 May 2023
- New JerseySince 2 December 2021
- TexasResidentSince 17 May 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 8 September 2021 |
- Name
- Uniform Investment Adviser Law Examination
- CRD
- 7429895
- Firm
- Caleo Capital N.A. · CRD 308542
- Role
- CEO, President, CCO
- Office
- 90 FORT WADE ROAD, Ponte Vedra, FL 32081
- Registration
- Investment adviser registration
- In the industry since
- December 2021
- Disciplinary history
- Not yet shown here · SEC record
Where does Sheldon-Scott Halcrow work?
Sheldon-Scott Halcrow has been CEO, President, CCO of Caleo Capital N.A. LLC since September 2022, and is a control person of the firm.
Is Sheldon-Scott Halcrow a financial advisor?
Yes. Sheldon-Scott Halcrow has a current investment-adviser registration in Florida, New Jersey and Texas, through Caleo Capital N.A. since December 2021.
How many years of experience does Sheldon-Scott Halcrow have?
Sheldon-Scott Halcrow has 4 years in the financial industry, since December 2021, across 1 adviser firm.
What exams has Sheldon-Scott Halcrow passed?
Sheldon-Scott Halcrow passed the Series 65 in September 2021.
Where is Sheldon-Scott Halcrow based?
Sheldon-Scott Halcrow’s registered office is in Ponte Vedra, FL.
Is Sheldon-Scott Halcrow registered with FINRA?
No. Sheldon-Scott Halcrow has no current broker registration.
How can I verify Sheldon-Scott Halcrow’s record?
Search CRD 7429895 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Sheldon-Scott Halcrow’s full registration record.