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

Nov 20, 2002earliest registration or exam on IAPD

Years in industry

23derivedfrom the industry start date

Years at current firm

11derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

11

Exams

S65|S63

First exam

Nov 20, 2002

First registration

Feb 14, 2007

Dual registered

no

IAPD individual key

4042980

• Occurred

  Dec 3, 2025
  Advisor departed, no destination yet

  Scott Hamilton Freeman no longer registered at Devon Investment Advisory; no later IA registration on IAPD

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:fbeec478-dc2d-1744-b78c-60e82b396443

First observed

Feb 14, 2007

Last observed

Sep 14, 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.