AdvisorOS Directory
Claim Profile
Unclaimed Profile
SP

Shannon Truse Pitner

SHANNON T. PITNER AND COMPANY·INDIALANTIC, Florida
SIE, Series 7, Series 24, Series 51, Series 63CFPClean record35 years registeredSHANNON T. PITNER AND COMPANY
410 N. MIRAMAR AVENUE, INDIALANTIC, FL 32903CRD# 1002126Firm CRD# 311853

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Shannon Truse Pitner · INDIALANTIC, FL
Registration
CRD #1002126 · SHANNON T. PITNER AND COMPANY · 35 years registered
Brand Profile
Not yet started
01

Career History

NAUTILUS WEALTH ADVISORS
Feb 2021 – present
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
Jan 2009 – Jun 2021
INDIALANTIC, FL
RAYMOND JAMES FINANCIAL SERVICES
Jan 1991 – Oct 2009
INDIALANTIC, FL
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 51
Series 63
Registration record
First registered · January 17, 1991
Years registered · 35
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
SHANNON T. PITNER AND COMPANY
CRD 311853 · SEC 801-120360
AUM
$108M
Regulatory assets under management
Employees
2
571 client accounts
Services offered by SHANNON T. PITNER AND COMPANY
Per Form ADV
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at SHANNON T. PITNER AND COMPANY →
Introduction

Speak with Shannon

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

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

Looking for a financial advisor in INDIALANTIC?

Browse all registered financial advisors in INDIALANTIC, Florida or claim this profile if it's yours.

Browse INDIALANTIC AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Shannon Truse Pitner offer?
Shannon Truse Pitner specializes in Financial Planning, Investment Management. Contact their office in INDIALANTIC, Florida for a consultation.
What are Shannon Truse Pitner's credentials?
Shannon Truse Pitner holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Shannon Truse Pitner located?
Shannon Truse Pitner is based in INDIALANTIC, Florida, working with SHANNON T. PITNER AND COMPANY. Their office serves clients in the INDIALANTIC metropolitan area and surrounding communities.
How does Shannon Truse Pitner charge for services?
Shannon Truse Pitner'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 SHANNON T. PITNER AND COMPANY?
SHANNON T. PITNER AND COMPANY has approximately 2 employees and manages $108M in regulatory assets under management. 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 →

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Florida
MIAMI (466)TAMPA (204)BOCA RATON (175)CORAL GABLES (130)NAPLES (126)SARASOTA (106)PALM BEACH GARDENS (98)ORLANDO (97)FORT LAUDERDALE (95)JACKSONVILLE (95)
City Guides
MIAMI GuideTAMPA GuideBOCA RATON GuideCORAL GABLES GuideNAPLES Guide
Research
Advisor Fees in FloridaNational Fee Analysis
Request removal of this profile