Shari L. Santell
Professional summary
Shari Lynn Santell, who also goes by Shari Cohen, is a registered financial advisor currently at HENSSLER FINANCIAL located in Marietta, Georgia.
Shari is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1982. Shari has worked at 5 firms and has passed the Series 63, Series 3 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Shari Lynn Santell's CRS (Customer Relationship Summary).
Certified licenses
Experience
April 8, 2003 - Present
HENSSLER FINANCIAL
Office #1: 1281 Kennestone Circle Suite 100, Marietta, GA 30066December 2, 2003 - May 3, 2004
CITCO MUTUAL FUND DISTRIBUTORS, INC.
April 28, 2003 - June 30, 2020
HENSSLER FINANCIAL
April 3, 1988 - April 18, 1995
CIBC WORLD MARKETS CORP.
November 14, 1984 - May 7, 2002
CIBC WORLD MARKETS CORP.
August 26, 1982 - May 14, 1984
UBS FINANCIAL SERVICES INC.
Primary Firm SEC Registration
HENSSLER FINANCIAL
CRD#: 104545 / SEC#: 801-37240
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(4/8/2003)
Exams
Current Firm
HENSSLER FINANCIAL
CRD#: 104545 / SEC#: 801-37240
Contact information
SEC notice filing (22 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 5,230 |
| AUM (Assets Under Management) | $ 3,403,216,968 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 08/22/2025 | ||
| 08/29/2024 | ||
| 07/31/2023 | ||
| 10/28/2022 |
Red Flags
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.
