Victoria K. Shackley

SIGNATUREFD

Atlanta, GA 30309

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CRD#: 4262535

Professional summary

Victoria Kent Shackley, CFP®, who also goes by VIctoria Shackley, is a registered financial advisor currently at SIGNATUREFD, LLC located in Atlanta, Georgia.

Victoria is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Victoria has worked at 6 firms and has passed the Series 66, Series 7 and Series 3 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Victoria Shackley

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Victoria Kent Shackley'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: 2006

Experience

Current

January 7, 2013 - Present

SIGNATUREFD, LLC

Office #1: 1230 Peachtree Street, Ne Suite 1800, Atlanta, GA 30309

RIA

CRD#: 112758

Atlanta, GA

Past

October 28, 2010 - July 7, 2011

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

ATLANTA, GA

Past

October 26, 2010 - July 7, 2011

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

ATLANTA, GA

Past

June 14, 2004 - August 9, 2010

TRUIST INVESTMENT SERVICES, INC.

RIA

CRD#: 17499

ATLANTA, GA

Past

June 10, 2004 - August 9, 2010

TRUIST INVESTMENT SERVICES, INC.

CRD#: 17499

ATLANTA, GA

Past

March 26, 2004 - May 6, 2004

CITIGROUP GLOBAL MARKETS INC.

RIA

CRD#: 7059

ATLANTA, GA

Past

March 26, 2004 - May 6, 2004

CITIGROUP GLOBAL MARKETS INC.

CRD#: 7059

NEW YORK, NY

Past

November 21, 2003 - March 17, 2004

DEUTSCHE BANK SECURITIES INC.

RIA

CRD#: 2525

ATLANTA, GA

Past

March 27, 2003 - March 17, 2004

DEUTSCHE BANK SECURITIES INC.

CRD#: 2525

NEW YORK, NY

Past

October 26, 2000 - March 12, 2003

GOLDMAN SACHS & CO. LLC

CRD#: 361

NEW YORK, NY

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".

SIGNATUREFD, LLC

F&D ADVISORS, LLC | SIGNATUREFD, LLC

CRD#: 112758 / SEC#: 801-60393

RIA

Registered Investment Advisory firm - (7/6/2001 Approved)

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

Georgia
(1/7/2013)

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

IAR

Series 66

Date: 12/1/2000

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 10/18/2000

General Securities Representative Examination

General Industry/Product Exam

Series 3

Date: 9/26/2000

National Commodity Futures Examination

Current Firm

SIGNATUREFD, LLC

F&D ADVISORS, LLC | SIGNATUREFD, LLC

CRD#: 112758 / SEC#: 801-60393

RIA

Registered Investment Advisory firm - (7/6/2001 Approved)

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Contact information

Main Address

1230 Peachtree Street, Ne Suite 1800, Atlanta, GA 30309

Mailing Address

Phone number

(404) 253-7600

Established

Firm type

Fiscal year end

# of Employees

119

SEC notice filing (34 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

SIGNATUREFD, LLC (3/27/2025)

Regulatory assets under management

Total Number of Accounts	10,558
AUM (Assets Under Management)	$ 8,331,600,262

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
11/26/2025	Cover Page	Report
09/27/2024	Cover Page	Report
01/26/2024	Cover Page	Report
11/28/2022	Cover Page	Report

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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Firm Stability Insights

Victoria K. Shackley

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Victoria Kent Shackley's CRS (Customer Relationship Summary).

Certified licenses

Experience

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

TRUIST INVESTMENT SERVICES, INC.

TRUIST INVESTMENT SERVICES, INC.

CITIGROUP GLOBAL MARKETS INC.

CITIGROUP GLOBAL MARKETS INC.

DEUTSCHE BANK SECURITIES INC.

DEUTSCHE BANK SECURITIES INC.

GOLDMAN SACHS & CO. LLC

Primary Firm SEC Registration

SIGNATUREFD, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 12/1/2000

Series 7

Date: 10/18/2000

Series 3

Date: 9/26/2000

Current Firm

SIGNATUREFD, LLC

Contact information

SEC notice filing (34 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

SIGNATUREFD, LLC

TRUST BUT VERIFY

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