Unclaimed Profile

Zachary Austin Shannon

GRACIAN CAPITAL LLC·SAN DIEGO, California

Clean recordGRACIAN CAPITAL LLC

11512 EL CAMINO REAL, SAN DIEGO, CA 92130CRD# 6932884Firm CRD# 165698

Profile Verification

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

Identity

Zachary Austin Shannon · SAN DIEGO, CA

Registration

CRD #6932884 · GRACIAN CAPITAL LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Zachary Austin Shannon is a registered financial advisor based in SAN DIEGO, California, affiliated with GRACIAN CAPITAL LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Retirement Planning

Wealth Management

Client Types

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

GRACIAN CAPITAL LLC

AUM

—

Regulatory assets under management

Employees

Total firm employees

View all advisors at GRACIAN CAPITAL LLC →

Services

Pension consulting

Selection of other advisers

Other

Background

Compensation

Percentage of AUM

Subscription fees

Performance-based fees

Regulatory

SEC/IARD CRD# 6932884

Firm CRD# 165698

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Zachary Austin Shannon offer?

Zachary Austin Shannon specializes in Retirement Planning, Wealth Management. Contact their office in SAN DIEGO, California for a consultation.

What are Zachary Austin Shannon's credentials?

Zachary Austin Shannon is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Zachary Austin Shannon located?

Zachary Austin Shannon is based in SAN DIEGO, California, working with GRACIAN CAPITAL LLC. Their office serves clients in the SAN DIEGO metropolitan area and surrounding communities.

How does Zachary Austin Shannon charge for services?

Zachary Austin Shannon's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is GRACIAN CAPITAL LLC?

GRACIAN CAPITAL LLC has approximately 4 employees. The firm is registered with the SEC as an investment adviser.

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