Unclaimed Profile

Shawn Scott Alaniz

BOSTON MOUNTAIN MONEY MANAGEMENT, INC.·BENTONVILLE, Arkansas

Series 7, Series 63, Series 87Clean record20 years registeredBOSTON MOUNTAIN MONEY MANAGEMENT, INC.

224 SE 2ND STREET, BENTONVILLE, AR 72712CRD# 1963482Firm CRD# 143649

Profile Verification

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

Identity

Shawn Scott Alaniz · BENTONVILLE, AR

Registration

CRD #1963482 · BOSTON MOUNTAIN MONEY MANAGEMENT, INC. · 20 years registered

Brand Profile

Not yet started

Career History

GREENWOOD GEARHART, LLC

Oct 2024 – present

BOSTON MOUNTAIN MONEY MANAGEMENT, INC.

Aug 2007 – Sep 2024

BENTONVILLE, AR

GREENWOOD & ASSOCIATES INC

Jul 2006 – Apr 2008

FAYETTEVILLE, AR

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Series 87

Registration record

First registered · July 5, 2006

Years registered · 20

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BOSTON MOUNTAIN MONEY MANAGEMENT, INC.

CRD 143649 · SEC 801-118394

AUM

$196M

Regulatory assets under management

Employees

410 client accounts

Services offered by BOSTON MOUNTAIN MONEY MANAGEMENT, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at BOSTON MOUNTAIN MONEY MANAGEMENT, INC. →

Introduction

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Frequently Asked Questions

What services does Shawn Scott Alaniz offer?

Shawn Scott Alaniz specializes in Financial Planning, Investment Management. Contact their office in BENTONVILLE, Arkansas for a consultation.

What are Shawn Scott Alaniz's credentials?

Shawn Scott Alaniz is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Shawn Scott Alaniz located?

Shawn Scott Alaniz is based in BENTONVILLE, Arkansas, working with BOSTON MOUNTAIN MONEY MANAGEMENT, INC.. Their office serves clients in the BENTONVILLE metropolitan area and surrounding communities.

How does Shawn Scott Alaniz charge for services?

Shawn Scott Alaniz's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BOSTON MOUNTAIN MONEY MANAGEMENT, INC.?

BOSTON MOUNTAIN MONEY MANAGEMENT, INC. has approximately 3 employees and manages $196M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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