Stephanie Shellman is a control person of Shellman Investment Management and directly owns 75% or more of it. Stephanie Shellman holds a Liberal arts degree from Wellesley College and a Master's in Finance from Universidad de Montevideo.
Shellman Investment Management is an investment adviser based in Coral Gables, FL, registered with the SEC since 2022. It provides investment management. Its clients include high-net-worth individuals, individual clients, and corporations and other businesses. Its regulatory assets under management total $210 million, as filed on 24 March 2026. Its fees, ownership and offices are on the firm’s profile.
Stephanie Shellman is Founder and CEO of Shellman Invest. She teaches Financial Planning at the University of Montevideo and is a founding member of the Chamber of Investment Advisors and Portfolio Managers of Uruguay and the CFA Society of Uruguay. She is the author of the book Mi Dinero, Mi Problema (2019).
Professional designations
Listed by Shellman Investment Management
- CFA®
- CAIA®
- FRM®
- CRD
- 4661329
- Firm
- Shellman Investment Management · CRD 316579
- Role
- Owner and Chief Executive Officer
- In role since
- September 2008 · 18 years
- Control person
- Yes
- Direct ownership
- 75% or more
- Firm headquarters
- Coral Gables, FL
- Individual registration
- No current adviser record · SEC search
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- shellmaninvest.com
Where does Stephanie Shellman work?
Stephanie Shellman has been Owner and Chief Executive Officer of Shellman Investment Management, LLC since September 2008, and is a control person of the firm.
Is Stephanie Shellman a CFA charterholder?
Shellman Investment Management lists Stephanie Shellman with the CFA credential (“CFA®”) on its website. CFA Institute confirms certification status.
How can I verify Stephanie Shellman’s record?
Stephanie Shellman’s role is listed on Shellman Investment Management, LLC’s Form ADV, which the SEC’s adviser search (adviserinfo.sec.gov) publishes under the firm’s CRD 316579.
