Sharon M. Consoli

RPG FAMILY WEALTH ADVISORY

Liberty Hill, TX 78642

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CRD#: 6564052

Professional summary

Sharon M Consoli, who also goes by Sharon Consoli Pazevic, is a registered financial advisor currently at RPG FAMILY WEALTH ADVISORY, LLC located in Liberty Hill, Texas.

Sharon is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Sharon has worked at 4 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Sharon Consoli Pazevic

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 Sharon M Consoli'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

September 18, 2023 - Present

RPG FAMILY WEALTH ADVISORY, LLC

Office #1: 2655 Ranch Road 1869 #103, Liberty Hill, TX 78642

RIA

CRD#: 158528

Liberty Hill, TX

Past

September 23, 2019 - January 23, 2023

FIRST HEARTLAND CONSULTANTS, INC.

RIA

CRD#: 110377

Camarillo, CA

Past

July 22, 2019 - January 23, 2023

FIRST HEARTLAND CAPITAL, INC.

CRD#: 32460

Camarillo, CA

Past

December 15, 2015 - July 23, 2019

TRANSAMERICA FINANCIAL ADVISORS, LLC

CRD#: 16164

CAMARILLO, CA

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".

RPG FAMILY WEALTH ADVISORY, LLC

CRD#: 158528 / SEC#: 801-72631

RIA

Registered Investment Advisory firm - (8/3/2011 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

Texas
(9/18/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 9/16/2019

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 12/28/2015

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 12/15/2015

Investment Company Products/Variable Contracts Representative Examination

Current Firm

RPG FAMILY WEALTH ADVISORY, LLC

CRD#: 158528 / SEC#: 801-72631

RIA

Registered Investment Advisory firm - (8/3/2011 Approved)

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Contact information

Main Address

25 Burlington Mall Road Suite 404, Burlington, MA 01803

Mailing Address

Phone number

(888) 285-8600

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (20 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

RPG FAMILY WEALTH ADVISORY (FWA) - DISCLOSURE BROCHURE AND BROCHURE SUPPLEMENTS (6/6/2025)

Regulatory assets under management

Total Number of Accounts	1,960
AUM (Assets Under Management)	$ 590,320,074

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.

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Advisor Monitoring

Firm Stability Insights

Sharon M. Consoli

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Sharon M Consoli's CRS (Customer Relationship Summary).

Certified licenses

Experience

RPG FAMILY WEALTH ADVISORY, LLC

FIRST HEARTLAND CONSULTANTS, INC.

FIRST HEARTLAND CAPITAL, INC.

TRANSAMERICA FINANCIAL ADVISORS, LLC

Primary Firm SEC Registration

RPG FAMILY WEALTH ADVISORY, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 9/16/2019

Series 63

Date: 12/28/2015

SIE

Date: 10/1/2018

Series 6

Date: 12/15/2015

Current Firm

RPG FAMILY WEALTH ADVISORY, LLC

Contact information

SEC notice filing (20 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

RPG FAMILY WEALTH ADVISORY, LLC

TRUST BUT VERIFY

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