Shannon Truse Pitner
CFP®Professional Summary
Shannon Truse Pitner, CFP® is a registered financial advisor currently at NAUTILUS WEALTH ADVISORS located in Indialantic, Florida. Shannon is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1981. Shannon has worked at 5 firms and has passed the Series 63, SIE, Series 7, Series 51 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Services Offered
- Comprehensive Financial Planning
- Employee and Employer Plan Benefits
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
xxxxx@xxxx.xxx
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
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Credentials
Years of Experience
45 years registered in the securities industry
Current & Past Employments
Current
Past
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Current Firm
NAUTILUS WEALTH ADVISORS | SHANNON T. PITNER AND COMPANY
Contact Information
Main Address
410 N. Miramar Avenue, Indialantic, FL 32903Phone Number
(321) 724-1888# of Employees
2SEC notice filing (2 States and Territories)
Registered to provide investment advisory services in 2 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
510AUM (Assets Under Management)
$107,918,714Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
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Primary Firm SEC Registration
NAUTILUS WEALTH ADVISORS | SHANNON T. PITNER AND COMPANY
State Registrations and Notice Filings
(2/23/2021)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Shannon Truse Pitner's CRS (Customer Relationship Summary).
Services Offered by Shannon
- Comprehensive Financial Planning
- Employee and Employer Plan Benefits
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