Sidney Overby has been an investment adviser representative at Shelter Wealth Strategies since September 2025, and is not listed among the firm’s executive officers or direct owners.
Shelter Wealth Strategies, LLC is a Houston, TX firm with $144M under management, 38 clients and 8 advisers across 5 offices, as of its June 2026 filing.
Sidney Overby’s longest registration is the current one, 1 year at Shelter Wealth Strategies since 2025. Before joining Shelter Wealth Strategies in 2025, Sidney Overby was registered through Devon Investment Advisory.
- – present · 1 yearHouston, TX · Adviser representative · Firm CRD 170655
- Devon Investment Advisory– · under a yearHouston, TX · Adviser representative · Firm CRD 300425
Investment adviser representative registrations
Sidney Overby is registered as an investment adviser representative in Texas, since September 2025.
- TexasSince 30 September 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 10 March 2025 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Sidney Lorrainne Overby
- CRD
- 8069847
- Firm
- Shelter Wealth Strategies · CRD 170655
- Office
- 1400 POST OAK BLVD, SUITE 450, Houston, TX 77056
- Registration
- Investment adviser registration
- In the industry since
- April 2025
- Disciplinary history
- Not yet shown here · SEC record
Where does Sidney Overby work?
Sidney Overby is an investment adviser representative registered through Shelter Wealth Strategies, LLC since September 2025, and is not listed among the firm’s executive officers or direct owners.
Is Sidney Overby a financial advisor?
Yes. Sidney Overby has a current investment-adviser registration in Texas, through Shelter Wealth Strategies since September 2025.
How many years of experience does Sidney Overby have?
Sidney Overby has 1 year in the financial industry, since April 2025, across 2 adviser firms.
What exams has Sidney Overby passed?
Sidney Overby passed the Series 65 in March 2025.
Where is Sidney Overby based?
Sidney Overby’s registered office is in Houston, TX.
Is Sidney Overby registered with FINRA?
No. Sidney Overby has no current broker registration.
How can I verify Sidney Overby’s record?
Search CRD 8069847 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Sidney Overby’s full registration record.