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SR

Shanna J. Reed

MARIDEA WEALTH MANAGEMENT
GILBERT, AZ 85296
Some features on this profile are disabled
CRD#: 4734752
SR

Professional summary

Shanna Joelle Reed, who also goes by Shanna Joelle Tingom, Shanna Tingom, is a registered financial advisor currently at MARIDEA WEALTH MANAGEMENT located in Gilbert, Arizona.

Shanna is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Shanna has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Shanna Joelle Tingom | Shanna Tingom

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 Shanna Joelle Reed'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®
None

Experience

Current

August 27, 2025 - Present

MARIDEA WEALTH MANAGEMENT

Office #1: 323 S Gilbert Road Ste 111, Gilbert, AZ 85296
RIA
CRD#: 325523
GILBERT, AZ
Past

May 20, 2015 - September 9, 2025

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

RIA
CRD#: 134139
Scottsdale, AZ
Past

April 17, 2015 - September 9, 2025

CAMBRIDGE INVESTMENT RESEARCH, INC.

BD
CRD#: 39543
Gilbert, AZ
Past

February 13, 2012 - April 20, 2015

EDWARD JONES

RIA
CRD#: 250
GILBERT, AZ
Past

October 21, 2011 - April 20, 2015

EDWARD JONES

BD
CRD#: 250
GILBERT, AZ

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".
MW
MARIDEA WEALTH MANAGEMENT
BAY STREET CAPITAL HOLDINGS | VITALSTONE FINANCIAL | PINNACLE WEALTH | MARIDEA WEALTH MANAGEMENT LLC | MARIDEA WEALTH MANAGEMENT | HUCKLEBERRY CAPITAL MANAGEMENT | HOOT WEALTH | HERITAGE FINANCIAL STRATEGIES | HARTSHORNE GROUP

CRD#: 325523 / SEC#: 801-129360

RIA
Registered Investment Advisory firm - (1/31/2024 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
Arizona
(8/27/2025)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 11/4/2011
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 10/20/2011
General Securities Representative Examination

Current Firm

MW
MARIDEA WEALTH MANAGEMENT
BAY STREET CAPITAL HOLDINGS | VITALSTONE FINANCIAL | PINNACLE WEALTH | MARIDEA WEALTH MANAGEMENT LLC | MARIDEA WEALTH MANAGEMENT | HUCKLEBERRY CAPITAL MANAGEMENT | HOOT WEALTH | HERITAGE FINANCIAL STRATEGIES | HARTSHORNE GROUP

CRD#: 325523 / SEC#: 801-129360

RIA
Registered Investment Advisory firm - (1/31/2024 Approved)
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Contact information

Main Address
25 Kent Avenue Suite 401, Brooklyn, NY 11249
Mailing Address
Phone number
(347) 289-5227
Established
Firm type
Fiscal year end
# of Employees
21

SEC notice filing (16 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A (1/30/2026)

Regulatory assets under management

Total Number of Accounts4,904
AUM (Assets Under Management)$ 958,721,478

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.

Company Information

MARIDEA WEALTH MANAGEMENT

CRD#: 325523Gilbert, AZ 85296

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