This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

SHELTER WEALTH STRATEGIES, LLC

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Oct 1, 2008earliest registration or exam on IAPD

Years in industry

17derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

3

Current registrations

1

Registered states

1

Exams

S65

First exam

Nov 19, 2024

First registration

Nov 19, 2024

Dual registered

no

Other names

THERESE-MARIE CASEMENT|THERESE-MARIE CASEMENT

IAPD individual key

5612987

• Occurred

  Oct 3, 2025
  Advisor changed firm

  Therese-Marie Casement left Devon Investment Advisory for Shelter Wealth Strategies, Llc (registered 2025-06-20)

  Form ADVobserved 5 days ago
• Occurred

  Jun 18, 2025
  Advisor changed firm

  Therese-Marie Casement left Chilton Capital Management Llc for Devon Investment Advisory (registered 2025-06-20)

  Form ADVobserved 5 days ago
• Occurred

  Dec 31, 2024
  Advisor changed firm

  Therese-Marie Casement left Prime Capital Financial for Chilton Capital Management Llc (registered 2025-02-20)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:3e274cb4-dea5-5f2f-3b6a-81edfb519f76

First observed

Nov 19, 2024

Last observed

Sep 14, 2026 6 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.