Unclaimed Profile

Shayna Janella Marshall

THE STRATEGIC FINANCIAL ALLIANCE, INC.·ATLANTA, Georgia

SIE, Series 4, Series 6TO, Series 7, Series 24, Series 52TO, Series 53, Series 62, Series 66, Series 99TOClean record23 years registeredTHE STRATEGIC FINANCIAL ALLIANCE, INC.

2200 CENTURY PARKWAY, ATLANTA, GA 30345CRD# 4609753Firm CRD# 126514

Profile Verification

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

Identity

Shayna Janella Marshall · ATLANTA, GA

Registration

CRD #4609753 · THE STRATEGIC FINANCIAL ALLIANCE, INC. · 23 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: THE STRATEGIC FINANCIAL ALLIANCE, INC.

J. W. COLE ADVISORS, INC.

May 2022 – Mar 2023

Atlanta, GA

ALLSTATE FINANCIAL ADVISORS, LLC

Sep 2019 – Dec 2021

Atlanta, GA

LPL FINANCIAL LLC

Jan 2017 – Jun 2018

ELLENWOOD, GA

LPL FINANCIAL LLC

Aug 2013 – Dec 2016

ELLENWOOD, GA

THE STRATEGIC FINANCIAL ALLIANCE

Dec 2010 – Jul 2013

ATLANTA, GA

FSC SECURITIES CORPORATION

Jul 2007 – Oct 2010

ATLANTA, GA

AMERICAN EXPRESS FINANCIAL ADVISORS, INC.

Feb 2003 – Apr 2003

ALPHARETTA, GA

Registrations & Exams

FINRA examinations passed

SIE

Series 4

Series 6TO

Series 7

Series 24

Series 52TO

Series 53

Series 62

Series 66

Series 99TO

Registration record

First registered · February 28, 2003

Years registered · 23

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

THE STRATEGIC FINANCIAL ALLIANCE, INC.

CRD 126514 · SEC 801-62226

AUM

$334M

Regulatory assets under management

Employees

1,360 client accounts

Services offered by THE STRATEGIC FINANCIAL ALLIANCE, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at THE STRATEGIC FINANCIAL ALLIANCE, INC. →

Introduction

Speak with Shayna Janella

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

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

Looking for a financial advisor in ATLANTA?

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

Browse ATLANTA Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Shayna Janella Marshall offer?

Shayna Janella Marshall specializes in Financial Planning, Investment Management, Wealth Management.

What are Shayna Janella Marshall's credentials?

Shayna Janella Marshall is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Shayna Janella Marshall located?

Shayna Janella Marshall is based in ATLANTA, Georgia, last registered with THE STRATEGIC FINANCIAL ALLIANCE, INC..

How does Shayna Janella Marshall charge for services?

Shayna Janella Marshall's firm is compensated through percentage of aum, hourly charges, subscription fees, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is THE STRATEGIC FINANCIAL ALLIANCE, INC.?

THE STRATEGIC FINANCIAL ALLIANCE, INC. has approximately 74 employees and manages $334M 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 →