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Shardea Maria Ages

Shardea M. Ages

COLLECTIVE WEALTH PARTNERS
Atlanta, GA 30309
Some features on this profile are disabled
CRD#: 5695183
Shardea Maria Ages

Professional summary

Shardea Maria Ages, CFP®, who also goes by Shardea Maria Ages, Shardea Ages, Shardea M Davis, Shardea Maria Davis, Shardea Davis, is a registered financial advisor currently at COLLECTIVE WEALTH PARTNERS, LLC located in Atlanta, Georgia.

Shardea is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Shardea has worked at 10 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Shardea Maria Ages | Shardea Ages | Shardea M Davis | Shardea Maria Davis | Shardea Davis

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.
NAME OF BUSINESS: AUTHOR AND SPEAKER | INVESTMENT RELATED: N | ADDRESS: ATLANTA, GA | NATURE OF BUSINESS: N/A | POSITION IN BUSINESS: N/A | TITLE: AUTHOR AND SPEAKER | START DATE: 02.08.2019 | APPROX. # of HRS/MTH DEVOTED TO BUSINESS: 1 | # OF HRS DURING SECURITIES TRADING HOURS: 0 | BRIEF DESCRIPTION OF DUTIES: AUTHOR AND SPEAKER | NAME OF BUSINESS: BRIDGING FINANCIAL GAPS | INVESTMENT RELATED: N | ADDRESS: SOUTH FULTON, GA | NATURE OF BUSINESS: NON-PROFIT | POSITION IN BUSINESS: BOARD MEMBER | TITLE: CHAIRPERSON | START DATE: 06.01.20 | APPROX. # of HRS/MTH DEVOTED TO BUSINESS: 10 | # OF HRS DURING SECURITIES TRADING HOURS: 0 | BRIEF DESCRIPTION OF DUTIES: BOARD MEMBER | Insurance Sales- Shardea Ages Financial Representative with Ash Brokerage and FIG Not Investment Related Start Date 1/2019 5 hours per month 5 hours per month during trading hours

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Shardea Maria Ages'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: 2018

Experience

Current

December 2, 2021 - Present

COLLECTIVE WEALTH PARTNERS, LLC

Office #1: 1100 Peachtree Street Ne Suite 250, Atlanta, GA 30309
RIA
CRD#: 317519
Atlanta, GA
Past

February 6, 2019 - December 23, 2021

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

RIA
CRD#: 134139
Atlanta, GA
Past

February 5, 2019 - December 23, 2021

CAMBRIDGE INVESTMENT RESEARCH, INC.

BD
CRD#: 39543
Atlanta, GA
Past

July 10, 2018 - February 4, 2019

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
ATLANTA, GA
Past

July 9, 2018 - February 4, 2019

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
ATLANTA, GA
Past

July 21, 2017 - June 15, 2018

PNC WEALTH MANAGEMENT LLC

RIA
CRD#: 129052
SMYMA, GA
Past

August 30, 2016 - July 12, 2017

PNC WEALTH MANAGEMENT LLC

RIA
CRD#: 129052
SMYMA, GA
Past

July 27, 2016 - June 15, 2018

PNC WEALTH MANAGEMENT LLC

BD
CRD#: 129052
SMYMA, GA
Past

November 24, 2015 - March 23, 2016

WELLS FARGO CLEARING SERVICES, LLC

RIA
CRD#: 19616
ATLANTA, GA
Past

November 20, 2015 - March 23, 2016

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
ATLANTA, GA
Past

July 8, 2015 - July 22, 2015

W&S BROKERAGE SERVICES, INC.

BD
CRD#: 8099
CINCINNATI, OH
Past

March 12, 2014 - June 25, 2015

PFS INVESTMENTS INC.

RIA
CRD#: 10111
CONYERS, GA
Past

March 12, 2014 - June 25, 2015

PFS INVESTMENTS INC.

BD
CRD#: 10111
CONYERS, GA
Past

December 5, 2011 - April 10, 2012

MORGAN STANLEY

RIA
CRD#: 149777
TAMPA, FL
Past

May 16, 2011 - April 10, 2012

MORGAN STANLEY

BD
CRD#: 149777
TAMPA, FL
Past

August 25, 2009 - July 22, 2010

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
CHICAGO, IL

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".
CW
COLLECTIVE WEALTH PARTNERS, LLC
ALTRUIST WEALTH PARTNERS, LLC | COLLECTIVE WEALTH PARTNERS, LLC

CRD#: 317519 / SEC#: 801-123714

RIA
Registered Investment Advisory firm - (4/14/2022 Approved)
Georgia
Registered Investment Advisory firm - (4/26/2022 Terminated)
Texas
Registered Investment Advisory firm - (4/18/2022 Terminated)

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
(12/6/2021)
IAR
Texas
(12/2/2021)

Exams

State Security Law Exam
IAR
Series 65
Date: 12/1/2011
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 11/16/2009
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 7
Date: 8/24/2009
General Securities Representative Examination

Current Firm

CW
COLLECTIVE WEALTH PARTNERS, LLC
ALTRUIST WEALTH PARTNERS, LLC | COLLECTIVE WEALTH PARTNERS, LLC

CRD#: 317519 / SEC#: 801-123714

RIA
Registered Investment Advisory firm - (4/14/2022 Approved)
Georgia
Registered Investment Advisory firm - (4/26/2022 Terminated)
Texas
Registered Investment Advisory firm - (4/18/2022 Terminated)
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Contact information

Main Address
1100 Peachtree Street Ne Suite 250, Atlanta, GA 30309
Mailing Address
1100 Peachtree Street Ne Suite 250, Altanta, GA 30309
Phone number
(404) 633-9952
Established
Firm type
Fiscal year end
# of Employees
5

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

COLLECTIVE WEALTH PARTNERS DISCLOSURE BROCHURE (5/19/2025)

Regulatory assets under management

Total Number of Accounts409
AUM (Assets Under Management)$ 42,493,998

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

COLLECTIVE WEALTH PARTNERS, LLC

CRD#: 317519Atlanta, GA 30309

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