A complete list of active advisors currently associated with First Shelbourne

Warmer can help you find a great advisor at First Shelbourne or one who fits your needs even better.

First Shelbourne LLC is a New York‑domiciled registered investment adviser that provides ongoing, discretionary portfolio management to individuals, high‑net‑worth clients, small businesses, and foundations or charitable organizations. The firm’s brochure indicates it also provides retirement‑plan rollover advice but does not offer standalone financial planning or wrap‑fee programs. The adviser uses fundamental analysis and constructs customized Core + Satellite portfolios that typically combine a core allocation of fixed‑income and low‑cost passive strategies with smaller active satellite exposures across bonds, ETFs, REITs, options, CDs, and individual equities. Accounts are generally managed on a discretionary basis, reviewed at least quarterly, and held at Charles Schwab per the firm’s custodial arrangement described in the brochure; advisory billing and account administration are disclosed in the ADV. Distinctive elements called out in the brochure include the firm’s promotion of third‑party ratings (an uncommon practice among similar independent advisers) and a recent material change implementing a minimum investment for new investors (noted April 29, 2026), alongside a stated $250,000 account minimum elsewhere in the document. The brochure also highlights the firm’s small, single‑advisor practice managing a modest number of client relationships and explicitly states the firm does not vote client proxies and reports no outside business activities for its principal.

To learn more about the advisors currently working at First Shelbourne, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.