Shanley R. Campbell

CONTINUUM ADVISORY

Philadelphia, PA 19102

CRD#: 4813744

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Professional summary

Shanley Rassler Campbell, CFP®, ChFC®, who also goes by Shanley Beth Rassler, Shanley Rassler, is a registered financial advisor currently at CONTINUUM ADVISORY, LLC located in Philadelphia, Pennsylvania.

Shanley is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Shanley has worked at 7 firms and has passed the Series 66, Series 63, SIE, Series 31 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Shanley Beth Rassler | Shanley Rassler

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 Shanley Rassler Campbell'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: 2012

ChFC^®

Chartered Financial Consultant

Experience

Current

January 18, 2018 - Present

CONTINUUM ADVISORY, LLC

Office #1: 230 S. Broad St. 17th Floor, Philadelphia, PA 19102

RIA

CRD#: 283155

Philadelphia, PA

Past

August 23, 2024 - December 31, 2025

OSAIC WEALTH, INC.

CRD#: 23131

Philadelphia, PA

Past

January 18, 2018 - August 23, 2024

TRIAD ADVISORS LLC

CRD#: 25803

Philadelphia, PA

Past

May 13, 2016 - January 30, 2018

SIGNATOR INVESTORS, INC.

RIA

CRD#: 468

PHILADELPHIA, PA

Past

May 13, 2016 - January 30, 2018

SIGNATOR INVESTORS, INC.

CRD#: 468

PHILADELPHIA, PA

Past

September 4, 2009 - May 13, 2016

TRANSAMERICA FINANCIAL ADVISORS, LLC

RIA

CRD#: 16164

PHILADELPHIA, PA

Past

September 4, 2009 - May 13, 2016

TRANSAMERICA FINANCIAL ADVISORS, LLC

CRD#: 16164

PHILADELPHIA, PA

Past

January 25, 2006 - September 4, 2009

TRANSAMERICA FINANCIAL ADVISORS, INC.

RIA

CRD#: 3600

PHILADELPHIA, PA

Past

July 18, 2005 - September 4, 2009

TRANSAMERICA FINANCIAL ADVISORS, INC.

CRD#: 3600

PHILADELPHIA, PA

Past

August 11, 2004 - May 6, 2005

MORGAN STANLEY DW INC.

CRD#: 7556

PURCHASE, 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".

CONTINUUM ADVISORY, LLC

CRD#: 283155 / SEC#: 801-107439

RIA

Registered Investment Advisory firm - (3/30/2016 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
(7/11/2024)

IAR

Florida
(7/27/2024)

IAR

Georgia
(7/2/2024)

IAR

Maryland
(7/1/2024)

IAR

New York
(7/1/2024)

IAR

North Carolina
(7/1/2024)

IAR

Pennsylvania
(1/18/2018)

IAR

Texas
(7/1/2024)

IAR

Virginia
(7/1/2024)

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: 10/28/2004

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 9/21/2004

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 31

Date: 10/1/2004

Futures Managed Funds Examination

General Industry/Product Exam

Series 7

Date: 8/10/2004

General Securities Representative Examination

Current Firm

CONTINUUM ADVISORY, LLC

CRD#: 283155 / SEC#: 801-107439

RIA

Registered Investment Advisory firm - (3/30/2016 Approved)

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Contact information

Main Address

873 E. State Street, Eagle, ID 83616

Mailing Address

Phone number

(208) 417-1933

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (38 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

DISCLOSURE BROCHURE FOR CONTINUUM ADVISORY (3/28/2025)

Regulatory assets under management

Total Number of Accounts	2,852
AUM (Assets Under Management)	$ 1,417,081,752

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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Advisor Monitoring

Firm Stability Insights

Shanley R. Campbell

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Shanley Rassler Campbell's CRS (Customer Relationship Summary).

Certified licenses

Experience

OSAIC WEALTH, INC.

TRIAD ADVISORS LLC

SIGNATOR INVESTORS, INC.

SIGNATOR INVESTORS, INC.

TRANSAMERICA FINANCIAL ADVISORS, LLC

TRANSAMERICA FINANCIAL ADVISORS, LLC

TRANSAMERICA FINANCIAL ADVISORS, INC.

TRANSAMERICA FINANCIAL ADVISORS, INC.

MORGAN STANLEY DW INC.

Primary Firm SEC Registration

CONTINUUM ADVISORY, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 10/28/2004

Series 63

Date: 9/21/2004

SIE

Date: 10/1/2018

Series 31

Date: 10/1/2004

Series 7

Date: 8/10/2004

Current Firm

CONTINUUM ADVISORY, LLC

Contact information

SEC notice filing (38 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CONTINUUM ADVISORY, LLC

TRUST BUT VERIFY

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