Sheldon Steuer
Equinum · New York, New York
Sheldon Steuer is a fee-only financial advisor at Equinum in New York, New York. Sheldon focuses on family wealth transfer. Equinum reports charging a percentage of assets on its Form ADV.
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Specialties
Who they serve
- Ultra high net worth
- Multi-generational families
Facts
| Firm | Equinum |
|---|---|
| Based in | New York, New York |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $757.0M across 640 accounts |
| SEC registration | Investment adviser representative in CA, NY · CRD 1809557 |
| Exams passed | Series 63 (1988) · Series 65 (2011) |
| Firm size | 7 employees |
| Disclosures | Reported; see the SEC record |
| Website | equinum.com |
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Questions about Sheldon
Is Sheldon Steuer a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Sheldon holds no broker registration, and Equinum reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Sheldon charge for financial advice?
Sheldon's firm, Equinum, reports charging a percentage of assets on its SEC Form ADV.
Where is Sheldon Steuer based?
Sheldon Steuer is based in New York, New York.
What does Sheldon specialize in?
Sheldon's specialties include family wealth transfer. Sheldon works with ultra high net worth and multi-generational families.
Is Sheldon Steuer registered with the SEC?
Yes. Sheldon Steuer is registered as an investment adviser representative in CA and NY (CRD 1809557), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Equinum manage?
Equinum reports $757.0M across 640 accounts in assets under management.
How do I contact Sheldon Steuer?
Through Sheldon's website, equinum.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Equinum website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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