Shannon
Nanry
Align Impact, LLC
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About this Advisor
Shannon Nanry is a financial advisor based in New York, New York, working with Align Impact, LLC. Shannon has previously held positions at Align Impact, LLC, Full Time Education - Johns Hopkins University, W. P. Carey Foundation, Calvert Impact Capital, and Full Time Education - East Chapel Hill High School. Shannon has passed the Series 65 regulatory exam and is registered to provide services in New York. Currently, Shannon is part of Align Impact, LLC, which operates out of New York, New York. The firm has 2 offices and 25 employees. The firm manages assets totaling $728.4 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, selection of other advisers, and educational seminars. The fee structure at Align Impact, LLC includes asset-based, fixed, and performance-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Align Impact, LLC Brokerage Details
$728,383,306
25
47
$15,497,517
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Selection of other advisers
- Educational seminars/workshops
Shannon Nanry Work History
Align Impact, LLC
W. P. Carey Foundation
W. P. Carey Foundation
Calvert Impact Capital
Full Time Education - Johns Hopkins University
Full Time Education - East Chapel Hill High School
Disclosures
Please visit the SEC profile of Shannon Nanry 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 Align Impact, LLC
Santa Monica, CA
Santa Monica, CA
Santa Monica, CA
Santa Monica, CA
Santa Monica, CA
New York, NY
Santa Monica, CA
Santa Monica, CA
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