Shannon R. Shupp

MACRO ADVISORS

York, PA 17404

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CRD#: 2690524

Professional summary

Shannon Renee Shupp, CFP® is a registered financial advisor currently at MACRO ADVISORS, INC. located in York, Pennsylvania.

Shannon is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. Shannon has worked at 3 firms and has passed the Series 63, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

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.

INDEPENDENT INSURANCE AGENT � SELL TERM INSURANCE WHOLE LIFE, LTC, DISABILITY, NON INVESTMENT-�RELATED � APPROX. 10 HRS/MO (0 HRS DURING SECURITIES TRADING)

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Shannon Renee Shupp's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2009

Experience

Current

February 13, 2017 - Present

MACRO ADVISORS, INC.

Office #1: 526 Greenbriar Road, York, PA 17404

RIA

CRD#: 118832

York, PA

Past

September 18, 2007 - February 7, 2017

MSI FINANCIAL SERVICES, INC.

RIA

CRD#: 14251

CAMP HILL, PA

Past

May 20, 1996 - July 9, 2007

METROPOLITAN LIFE INSURANCE COMPANY

CRD#: 4095

CAMP HILL, PA

Past

May 20, 1996 - February 7, 2017

MSI FINANCIAL SERVICES, INC.

CRD#: 14251

CAMP HILL, PA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

MACRO ADVISORS, INC.

CRD#: 118832 / SEC#: 801-117443

RIA

Registered Investment Advisory firm - (10/7/2019 Approved)

Florida

Registered Investment Advisory firm - (10/23/2019 Terminated)

Pennsylvania

Registered Investment Advisory firm - (10/24/2019 Terminated)

Virginia

Registered Investment Advisory firm - (11/14/2006 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Pennsylvania
(2/13/2017)

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

State Security Law Exam

Series 63

Date: 4/22/1996

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 2/7/2017

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 5/17/1996

Investment Company Products/Variable Contracts Representative Examination

Current Firm

MACRO ADVISORS, INC.

CRD#: 118832 / SEC#: 801-117443

RIA

Registered Investment Advisory firm - (10/7/2019 Approved)

Florida

Registered Investment Advisory firm - (10/23/2019 Terminated)

Pennsylvania

Registered Investment Advisory firm - (10/24/2019 Terminated)

Virginia

Registered Investment Advisory firm - (11/14/2006 Terminated)

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Contact information

Main Address

526 Greenbriar Road, York, PA 17404

Mailing Address

Phone number

(717) 764-4566

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (11 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

MACRO ADVISORS, INC. ADV BROCHURE (11/20/2025)

Regulatory assets under management

Total Number of Accounts	1,567
AUM (Assets Under Management)	$ 253,321,993

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.

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Shannon R. Shupp

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Shannon Renee Shupp's CRS (Customer Relationship Summary).

Certified licenses

Experience

MACRO ADVISORS, INC.

MSI FINANCIAL SERVICES, INC.

METROPOLITAN LIFE INSURANCE COMPANY

MSI FINANCIAL SERVICES, INC.

Primary Firm SEC Registration

MACRO ADVISORS, INC.

State Registrations and Notice Filings

Exams

Series 63

Date: 4/22/1996

SIE

Date: 2/7/2017

Series 6

Date: 5/17/1996

Current Firm

MACRO ADVISORS, INC.

Contact information

SEC notice filing (11 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

MACRO ADVISORS, INC.

TRUST BUT VERIFY

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