AdvisorOS Directory
Claim Profile
Unclaimed Profile
SN

Shawna Leigh Nale

SAFS, LLC·LEMOYNE, Pennsylvania
SIE, Series 7TO, Series 66Clean record5 years registeredSAFS, LLC
1035 MUMMA ROAD, LEMOYNE, PA 17043CRD# 6593131Firm CRD# 144405

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Shawna Leigh Nale · LEMOYNE, PA
Registration
CRD #6593131 · SAFS, LLC · 5 years registered
Brand Profile
Not yet started
01

Career History

SNAVELY ASSOCIATES FINANCIAL SERVICES
Nov 2020 – present
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7TO
Series 66
Registration record
First registered · November 27, 2020
Years registered · 5
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
SAFS, LLC
CRD 144405 · SEC 801-124937
AUM
$128M
Regulatory assets under management
Employees
2
230 client accounts
Services offered by SAFS, LLC
Per Form ADV
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
View all advisors at SAFS, LLC →
Introduction

Speak with Shawna

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

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

Looking for a financial advisor in LEMOYNE?

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

Browse LEMOYNE AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Shawna Leigh Nale offer?
Shawna Leigh Nale specializes in Investment Management, Fee-Only Advisory. Contact their office in LEMOYNE, Pennsylvania for a consultation.
What are Shawna Leigh Nale's credentials?
Shawna Leigh Nale is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Shawna Leigh Nale located?
Shawna Leigh Nale is based in LEMOYNE, Pennsylvania, working with SAFS, LLC. Their office serves clients in the LEMOYNE metropolitan area and surrounding communities.
How does Shawna Leigh Nale charge for services?
Shawna Leigh Nale's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SAFS, LLC?
SAFS, LLC has approximately 2 employees and manages $128M 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 →

Other Advisors at SAFS, LLC

Jack Emerson Snavely
LEMOYNE, PA

More Advisors in LEMOYNE, Pennsylvania

Ari Pinchas Huberman
INVARIANT INVESTMENT MANAGEMENT LLC·LEMOYNE, PA
Jeffrey N Yoffe
YOFFE INVESTMENT MANAGEMENT, LLC·LEMOYNE, PA

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Pennsylvania
PITTSBURGH (289)PHILADELPHIA (208)WAYNE (87)RADNOR (71)BERWYN (68)MALVERN (58)WEST CONSHOHOCKEN (56)LANCASTER (55)CONSHOHOCKEN (50)WYOMISSING (48)
City Guides
PITTSBURGH GuidePHILADELPHIA GuideWAYNE GuideRADNOR GuideBERWYN Guide
Research
Advisor Fees in PennsylvaniaNational Fee Analysis
Request removal of this profile