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

WASHINGTON TRUST ADVISORS

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

Aug 24, 1995earliest registration or exam on IAPD

Years in industry

31derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

13

Designations

Certified Financial Planner|Chartered Financial Analyst

Exams

S63

First exam

Aug 24, 1995

First registration

Dec 11, 2015

Dual registered

no

Other names

MICHAEL ISRAEL SHELDON|MICHAEL I SHELDON

IAPD individual key

421164

Graph

RIA / Wealth Management

Canonical id

dfx:ria:6509d275-5537-344e-36a2-7aabe4ef7329

First observed

Dec 11, 2015

Last observed

Sep 15, 2026 5 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.