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Shannon Truse Pitner

SHANNON T. PITNER AND COMPANY·INDIALANTIC, Florida
Clean recordSHANNON 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
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Shannon Truse Pitner is a registered financial advisor based in INDIALANTIC, Florida, affiliated with SHANNON T. PITNER AND COMPANY. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
SHANNON T. PITNER AND COMPANY
NAUTILUS WEALTH ADVISORS
AUM
$108M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at SHANNON T. PITNER AND COMPANY →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 1002126
Firm CRD# 311853
View on FINRA BrokerCheck →

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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 is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
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.
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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Florida
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City Guides
MIAMI GuideTAMPA GuideBOCA RATON GuideCORAL GABLES GuideWEST PALM BEACH Guide
Research
Advisor Fees in FloridaNational Fee Analysis
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