Shaun M. Dowling
SENDERA WEALTH ADVISORS
RICHARDSON, TX 75080
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CRD#: 5495420
Professional summary
Shaun Michael Dowling, CFP®, who also goes by Shaun Michael Fullerton, is a registered financial advisor currently at SENDERA WEALTH ADVISORS located in Richardson, Texas.
Shaun is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Shaun has worked at 2 firms and has passed the Series 65 exam.
Question & Answer
What are your service offerings?
Retirement Planning
Investment Planning
Insurance Planning
Comprehensive Financial Planni...
Tax Planning
Business Succession Planning
Estate Planning
Do you have an area of expertise or specialization?
Alternative or Private Investm...
Business Owners
Estate & Generational Planning...
High Net Worth Client Needs
Investment Advice with Ongoing...
Real Estate Investments
What is your minimum asset requirement?
500K
Are you a "fiduciary"?
Yes
Aliases
Shaun Michael Fullerton
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.
Shaun Dowling is affiliated with Howard Financial Services, Ltd. ("HFS"), a registered investment advisor, through indirect ownership of HFS affiliated general partners of various limited partnerships created as private placement investments for clients and investors of HFS. These relationships are passive and non-controlling. Therefore, no conflicts of interest exist as Shaun Dowling has no management or oversight over the underlying investments. It is expected these interests will be retired as underlying investments are sold. Shaun Dowling manages Hunting Oak Investments, LLC ("HOI"). HOI owns interests in various private investments and entities including the HFS affiliated partnerships. The investments and entities held by HOI are closed to new investment, passive, and non-controlling. HOI is a passive investment vehicle. No conflicts of interest exist as it relates to the disclosures listed here as Shaun Dowling has no management or oversight over the underlying investments.
CRS (Client Relationship Summary) - RIA
Click below to view Shaun Michael Dowling's 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®
Start date: 2010
Experience
Current
January 9, 2025 - Present
SENDERA WEALTH ADVISORS
Office #1: 3400 N Central Expy Suite 110-210, Richardson, TX 75080Office #2: 3400 N Central Expy Suite 110-210, Richardson, TX 75080RIA
CRD#: 333652
RICHARDSON, TX
Past
May 12, 2008 - October 24, 2024
HOWARD FINANCIAL SERVICES, LTD.
RIA
CRD#: 107978
DALLAS, TX
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
Texas(1/9/2025)
Current Firm
SW
SENDERA WEALTH ADVISORS
SENDERA WEALTH ADVISORS | SENDERA WEALTH ADVISORS, LLC
CRD#: 333652 / SEC#:
Texas
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Contact information
Main Address
3400 N Central Expy Suite 110-210, Richardson, TX 75080
Mailing Address
Phone number
(972) 332-1644
Established
Firm type
Fiscal year end
# of Employees
1
0
Red Flags
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Company Information
SENDERA WEALTH ADVISORS
CRD#: 333652Richardson, TX 75080TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
