Shannon
Pitner
Nautilus Wealth Advisors
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About this Advisor
Shannon Pitner is a financial advisor based in Indialantic, Florida, working with Nautilus Wealth Advisors. Shannon has previously held positions at Raymond James Financial Services, Inc, Raymond James Financial Services Advisors, Inc, Shannon T. Pitner And Company, and Shannon T. Pitner And Company Dba Nautilus Wealth Advisors. Shannon has passed the Series 63 regulatory exam and is registered to provide services in Florida. Currently, Shannon is part of Nautilus Wealth Advisors, which operates out of Indialantic, Florida. The firm has 2 employees and manages assets totaling $107.6 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Nautilus Wealth Advisors includes asset-based and fixed fees.
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Nautilus Wealth Advisors Brokerage Details
$107,633,464
2
571
$188,500
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Shannon Pitner Work History
Shannon T. Pitner And Company Dba Nautilus Wealth Advisors
Shannon T. Pitner And Company
Raymond James Financial Services Advisors, Inc
Raymond James Financial Services, Inc
Disclosures
Please visit the SEC profile of Shannon Pitner to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Nautilus Wealth Advisors
Indialantic, FL
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