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Shardea Maria Ages

Shardea M. Ages

AGES LEGACY ADVISORS
ATLANTA, GA
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 AGES LEGACY ADVISORS, 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 11 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Shardea Maria Ages'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®

Certified Financial Planner

Start date: 2018

Experience

Current

March 17, 2026 - Present

AGES LEGACY ADVISORS, LLC

RIA
CRD#: 340447
ATLANTA, GA
Past

December 2, 2021 - March 17, 2026

COLLECTIVE WEALTH PARTNERS, LLC

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

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
(3/17/2026)

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

AL
AGES LEGACY ADVISORS, LLC
AGES LEGACY ADVISORS, LLC

CRD#: 340447 / SEC#:

Georgia
Registered Investment Advisory firm - (3/17/2026 Approved)
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Contact information

Main Address
Atlanta, GA
Mailing Address
3350 Greenbriar Pkwy Sw, Atlanta, GA 30331
Phone number
(313) 673-0275
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV
0

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

AGES LEGACY ADVISORS, LLC

CRD#: 340447Atlanta, GA

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