Shannon C. Sapp
COQUINA PRIVATE WEALTH ADVISORS | Financial Advisor
Sebring, FL 33870
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CRD#: 6443776
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.
(1) Name of Business: BUTTERFLY ARISING, AN ANTI-TRAFFICKING ORGANIZATION, INC Address: Pine St, Sebring, FL, 33870, United States Activity Type: Non profit Position/Title: Board Member Investment Related: No Start Date: 06/16/2022 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Board meeting attendance (2) Name of Business: Coquina Private Wealth, LLC Address: 18501 Murdock Circle, Port Charlotte, FL, 33948, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 12/06/2021 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Name is going to be added to my email signature (3) Name of Business: Grace Bible Church Address: 4541 Thunderbird Rd, Sebring, FL, 33872, United States Activity Type: Non profit Position/Title: Board Member Investment Related: Yes Start Date: 07/10/2018 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Review, discuss and guide the financial activities of the church (4) Name of Business: Legacy Wealth Holdings LLC Address: 18501 Murdock Circle, Port Charlotte, FL, 33948, United States Activity Type: Support Company - Owner Position/Title: Officer - CEO, Other Investment Related: No Start Date: 12/15/2021 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Legacy Wealth Holdings LLC will be the holding company for my RJFS business for tax reporting purposes. (5) Name of Business: Legacy Wealth Holdings LLC DBA Legacy Accounting Services Address: 659 S Commerce Ave, Sebring, FL, 33870, United States Activity Type: Accounting/CPA Position/Title: Owner/Proprietor Investment Related: No Start Date: 09/20/2019 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 21-40 Description of duties: Tax Preparation and Bookkeeping Services (6) Name of Business: Simplicity Group/SureLC Address: 659 S Commerce Ave, Sebring, FL, 33870-3810, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 11/27/2024 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Writing term life insurance business (7) Name of Business: WealthCore Financial Planning LLC DBA WealthCore Financial Planning Address: 659 S Commerce Ave, Sebring, FL, 33870-3810, United States Activity Type: Support Company - Owner Position/Title: Officer - CEO Investment Related: No Start Date: 01/01/2025 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Ownership of entity name - no business currently being handled through this brand.
CRS (Client Relationship Summary) - RIA
Click below to view Shannon Cree Sapp'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: 2016
Experience
Current
March 10, 2025 - Present
COQUINA PRIVATE WEALTH ADVISORS
Office #1: 659 S Commerce Avenue, Sebring, FL 33870RIA
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
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
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)Upgrade to AdvisorCheck Premium
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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)
Documents
Regulatory assets under management
| Total Number of Accounts | 1,541 |
| AUM (Assets Under Management) | $ 392,071,937 |
Red Flags
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Company Information
COQUINA PRIVATE WEALTH ADVISORS
Financial AdvisorCRD#: 333615Sebring, FL 33870TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
