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AS

Anthony S. Shunnarah

TRUEWEALTH ADVISORS
Hoover, AL 35244
Some features on this profile are disabled
CRD#: 5529473
AS

Professional summary

Anthony Scott Shunnarah, who also goes by Anthony Scott Shunnarah, Scott Shunnarah, Anthony Shunnarah, is a registered financial advisor currently at TRUEWEALTH ADVISORS, LLC located in Hoover, Alabama.

Anthony is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Anthony has worked at 7 firms and has passed the Series 65, Series 63, SIE, Series 6 and Series 26 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Anthony Scott Shunnarah | Scott Shunnarah | Anthony Shunnarah

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 Anthony Scott Shunnarah'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

March 18, 2026 - Present

TRUEWEALTH ADVISORS, LLC

Office #1: 2000 Southlake Park Suite 200, Hoover, AL 35244
RIA
CRD#: 298838
Hoover, AL
Past

February 5, 2025 - January 16, 2026

MML INVESTORS SERVICES, LLC

RIA
CRD#: 10409
Birmingham, AL
Past

December 4, 2023 - January 16, 2026

MML INVESTORS SERVICES, LLC

BD
CRD#: 10409
Birmingham, AL
Past

January 7, 2021 - November 16, 2023

PARK AVENUE SECURITIES LLC

BD
CRD#: 46173
BIRMINGHAM, AL
Past

December 16, 2019 - December 2, 2020

HORNOR, TOWNSEND & KENT, LLC

BD
CRD#: 4031
BIRMINGHAM, AL
Past

March 25, 2017 - November 15, 2018

MML INVESTORS SERVICES, LLC

BD
CRD#: 10409
BIRMINGHAM, AL
Past

April 30, 2014 - March 25, 2017

MSI FINANCIAL SERVICES, INC.

BD
CRD#: 14251
BIRMINGHAM, AL
Past

December 17, 2013 - April 29, 2014

NYLIFE SECURITIES LLC

BD
CRD#: 5167
BIRMINGHAM, AL
Past

January 18, 2010 - October 23, 2013

FARMERS FINANCIAL SOLUTIONS, LLC

BD
CRD#: 103863
BIRMINGHAM, AL

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".
TA
TRUEWEALTH ADVISORS, LLC
BENEFIT PLANNERS, INC. | WILLIAMSON FINANCIAL SERVICES | TRUEWEALTH ADVISORS, LLC | TRUEWEALTH ADVISORS OF HUNTSVILLE, LLC | GRANT WEALTH MANAGEMENT

CRD#: 298838 / SEC#: 801-114236

RIA
Registered Investment Advisory firm - (10/31/2018 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
Alabama
(3/18/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 1/31/2025
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 7/9/2009
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 6
Date: 1/15/2010
Investment Company Products/Variable Contracts Representative Examination
Principal/Supervisory Exam
RR
Series 26
Date: 2/5/2010
Investment Company Products/Variable Contracts Principal Examination

Current Firm

TA
TRUEWEALTH ADVISORS, LLC
BENEFIT PLANNERS, INC. | WILLIAMSON FINANCIAL SERVICES | TRUEWEALTH ADVISORS, LLC | TRUEWEALTH ADVISORS OF HUNTSVILLE, LLC | GRANT WEALTH MANAGEMENT

CRD#: 298838 / SEC#: 801-114236

RIA
Registered Investment Advisory firm - (10/31/2018 Approved)
PREMIUM
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
2000 Southlake Park Suite 200, Hoover, AL 35244
Mailing Address
Phone number
(205) 588-4800
Established
Firm type
Fiscal year end
# of Employees
21

SEC notice filing (12 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

TRUEWEALTH ADVISORS, LLC - ADV PART 2A (3/18/2026)

Regulatory assets under management

Total Number of Accounts1,614
AUM (Assets Under Management)$ 547,498,774

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

TRUEWEALTH ADVISORS, LLC

CRD#: 298838Hoover, AL 35244

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