AdvisorOS Directory
Claim Profile
Unclaimed Profile
ZS

Zachary Austin Shannon

GRACIAN CAPITAL LLC·SAN DIEGO, California
Clean record2 years registeredGRACIAN 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 · 2 years registered
Brand Profile
Not yet started
01

Career History

CORTO CAPITAL ADVISORS LLC
Oct 2023 – present
02

Registrations & Exams

Registration record
First registered · October 18, 2023
Years registered · 2
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
GRACIAN CAPITAL LLC
CRD 165698 · SEC 801-107530
AUM
—
Regulatory assets under management
Employees
4
Total firm employees
Services offered by GRACIAN CAPITAL LLC
Per Form ADV
Pension consulting
Selection of other advisers
Other
Client types served by the firm
Per Form ADV
Pension & Retirement Plans
View all advisors at GRACIAN CAPITAL LLC →
Introduction

Speak with Zachary

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Zachary is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in SAN DIEGO?

Browse all registered financial advisors in SAN DIEGO, California or claim this profile if it's yours.

Browse SAN DIEGO AdvisorsAre you this advisor? Claim profile
05

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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at GRACIAN CAPITAL LLC

Thomas Louis Heidecker
SAN DIEGO, CA

More Advisors in SAN DIEGO, California

Peter Gapp Chiang
CORE INVESTMENT MANAGEMENT·SAN DIEGO, CA
Matthew Thomas Hayes
MADISON AVENUE SECURITIES, INC.·SAN DIEGO, CA
Nicolette Irisa Denney
KEYSTONE CAPITAL CORPORATION·SAN DIEGO, CA
Richard Claude Donnelly
DONNELLY WEALTH ADVISORS, INC.·SAN DIEGO, CA
Barbara Ann Malone
STOLPER & COMPANY·SAN DIEGO, CA
Joseph Scott Bauers
SUPERIOR PLANNING, LLC·SAN DIEGO, CA

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in California
SAN FRANCISCO (951)LOS ANGELES (679)NEWPORT BEACH (277)IRVINE (191)PASADENA (130)WALNUT CREEK (121)SANTA MONICA (118)SANTA BARBARA (103)LA JOLLA (100)MENLO PARK (92)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideNEWPORT BEACH GuideIRVINE GuidePASADENA Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
Request removal of this profile