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Shannon Cree Sapp

Shannon C. Sapp

COQUINA PRIVATE WEALTH ADVISORS | Financial Advisor
Sebring, FL 33870
Some features on this profile are disabled
CRD#: 6443776
Shannon Cree Sapp

Professional summary

Shannon Cree Sapp, CFP®, who also goes by Shannon Sapp Sudduth, is a registered financial advisor currently at COQUINA PRIVATE WEALTH ADVISORS located in Sebring, Florida.

Shannon is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Shannon has worked at 5 firms and has passed the Series 66, SIE, Series 7, Series 9 and Series 10 exams.

Question & Answer

What are your service offerings?
Retirement Planning
Inheritance
Employee and Employer Plan Ben...
Comprehensive Financial Planni...
Life Transitions
Business Succession Planning
Retirement Income Management
Investment Planning
Insurance Planning
Long-term Care
Estate Planning
Tax Planning
Are you a "fiduciary"?
Yes

Aliases

Shannon Sapp Sudduth

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 Shannon Cree Sapp'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: 2016

Experience

Current

March 10, 2025 - Present

COQUINA PRIVATE WEALTH ADVISORS

Office #1: 659 S Commerce Avenue, Sebring, FL 33870
RIA
CRD#: 333615
Sebring, FL
Past

July 23, 2018 - March 31, 2025

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RIA
CRD#: 149018
Sebring, FL
Past

July 10, 2018 - March 31, 2025

RAYMOND JAMES FINANCIAL SERVICES, INC.

BD
CRD#: 6694
Port Charlotte, FL
Past

September 9, 2016 - July 13, 2018

TRUIST ADVISORY SERVICES, INC.

RIA
CRD#: 283390
SEBRING, FL
Past

April 6, 2015 - December 31, 2016

TRUIST INVESTMENT SERVICES, INC.

RIA
CRD#: 17499
SEBRING, FL
Past

March 2, 2015 - July 13, 2018

TRUIST INVESTMENT SERVICES, INC.

BD
CRD#: 17499
SEBRING, FL

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".
CP
COQUINA PRIVATE WEALTH ADVISORS
COQUINA PRIVATE WEALTH ADVISORS | WEALTHCORE FINANCIAL PLANNING | COQUINA PRIVATE WEALTH LLC

CRD#: 333615 / SEC#: 801-132012

RIA
Registered Investment Advisory firm - (2/26/2025 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
Florida
(3/10/2025)
IAR
Texas
(4/4/2025)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 3/31/2015
Uniform Combined 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: 3/2/2015
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 9
Date: 11/5/2018
General Securities Sales Supervisor - Options Module Examination
Principal/Supervisory Exam
RR
Series 10
Date: 10/18/2018
General Securities Sales Supervisor - General Module Examination

Current Firm

CP
COQUINA PRIVATE WEALTH ADVISORS
COQUINA PRIVATE WEALTH ADVISORS | WEALTHCORE FINANCIAL PLANNING | COQUINA PRIVATE WEALTH LLC

CRD#: 333615 / SEC#: 801-132012

RIA
Registered Investment Advisory firm - (2/26/2025 Approved)
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Contact information

Main Address
18501 Murdock Circle, Suite 201, Port Charlotte, FL 33948
Mailing Address
Phone number
(941) 206-5120
Established
Firm type
Fiscal year end
# of Employees
12

SEC notice filing (14 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

FORM ADV PART 2A (2/10/2026)

Regulatory assets under management

Total Number of Accounts1,519
AUM (Assets Under Management)$ 417,576,947

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

COQUINA PRIVATE WEALTH ADVISORS

Financial AdvisorCRD#: 333615Sebring, FL 33870

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Contact information

(xxx) xxx-xxxx
xxxxx@xxxx.xxx

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