Shannon G. Rozairo

CORDANT WEALTH PARTNERS

PORTLAND, OR 97210

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CRD#: 7049927

Professional summary

Shannon Garrick Brandon Rozairo, CFP® is a registered financial advisor currently at CORDANT WEALTH PARTNERS located in Portland, Oregon.

Shannon is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Shannon has worked at 1 firm .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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 Garrick Brandon Rozairo'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

November 30, 2018 - Present

CORDANT WEALTH PARTNERS

Office #1: 2175 Nw Raleigh St. Suite 110, Portland, OR 97210

RIA

CRD#: 152395

PORTLAND, OR

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".

CORDANT WEALTH PARTNERS

CORDANT WEALTH PARTNERS | PRIVATE WEALTH NORTHWEST, LLC | PRIVATE WEALTH NORTHWEST, INC. | PRIVATE WEALTH NORTHWEST INC. | CORDANT, INC.

CRD#: 152395 / SEC#: 801-70937

RIA

Registered Investment Advisory firm - (1/4/2010 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

Arizona
(3/11/2024)

IAR

California
(11/30/2018)

IAR

Oregon
(11/30/2018)

IAR

Texas
(2/8/2024)

IAR

Washington
(11/30/2018)

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

Current Firm

CORDANT WEALTH PARTNERS

CORDANT WEALTH PARTNERS | PRIVATE WEALTH NORTHWEST, LLC | PRIVATE WEALTH NORTHWEST, INC. | PRIVATE WEALTH NORTHWEST INC. | CORDANT, INC.

CRD#: 152395 / SEC#: 801-70937

RIA

Registered Investment Advisory firm - (1/4/2010 Approved)

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Contact information

Main Address

2175 Nw Raleigh St. Suite 110, Portland, OR 97210

Mailing Address

Phone number

(503) 621-9207

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (5 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

CORDANT COMBINED FORM CRS AND FIRM BROCHURE (09.10.2025) (9/10/2025)

Regulatory assets under management

Total Number of Accounts	978
AUM (Assets Under Management)	$ 337,694,022

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
07/29/2024	Cover Page	Report
10/10/2023	Cover Page	Report

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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Shannon G. Rozairo

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Shannon Garrick Brandon Rozairo's CRS (Customer Relationship Summary).

Certified licenses

Experience

CORDANT WEALTH PARTNERS

Primary Firm SEC Registration

CORDANT WEALTH PARTNERS

State Registrations and Notice Filings

Exams

Current Firm

CORDANT WEALTH PARTNERS

Contact information

SEC notice filing (5 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

CORDANT WEALTH PARTNERS

TRUST BUT VERIFY

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