Unclaimed Profile

Shanna Marie Blanchette

RICH GOLDMAN ASSET MGMT, LLC·SCOTTSDALE, Arizona

SIE, Series 7, Series 63, Series 6613 years registeredRICH GOLDMAN ASSET MGMT, LLC

7373 E. DOUBLETREE RANCH RD., SCOTTSDALE, AZ 85258CRD# 3184944Firm CRD# 146689

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Shanna Marie Blanchette · SCOTTSDALE, AZ

Registration

CRD #3184944 · RICH GOLDMAN ASSET MGMT, LLC · 13 years registered

Brand Profile

Not yet started

Career History

CWM, LLC

May 2023 – present

AUSDAL FINANCIAL PARTNERS, INC.

Jun 2014 – Jul 2015

SCOTTSDALE, AZ

SILVERHAWK ASSET MANAGEMENT, LLC

Jan 2014 – Mar 2024

SCOTTSDALE, AZ

CONSCIENT CAPITAL, LLC

Mar 2013 – Dec 2013

PHOENIX, AZ

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 66

Registration record

First registered · March 12, 2013

Years registered · 13

Disclosure History

2020Financial·Final

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

RICH GOLDMAN ASSET MGMT, LLC

CRD 146689 · SEC 801-70681

AUM

$78M

Regulatory assets under management

Employees

250 client accounts

Services offered by RICH GOLDMAN ASSET MGMT, LLC

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

View all advisors at RICH GOLDMAN ASSET MGMT, LLC →

Introduction

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Frequently Asked Questions

What services does Shanna Marie Blanchette offer?

Shanna Marie Blanchette specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in SCOTTSDALE, Arizona for a consultation.

What are Shanna Marie Blanchette's credentials?

Shanna Marie Blanchette is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Shanna Marie Blanchette located?

Shanna Marie Blanchette is based in SCOTTSDALE, Arizona, working with RICH GOLDMAN ASSET MGMT, LLC. Their office serves clients in the SCOTTSDALE metropolitan area and surrounding communities.

How does Shanna Marie Blanchette charge for services?

Shanna Marie Blanchette's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is RICH GOLDMAN ASSET MGMT, LLC?

RICH GOLDMAN ASSET MGMT, LLC has approximately 1 employees and manages $78M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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