Shannon
Divalerio

Stancorp Investment Advisers, Inc

CRD#2869116
Investment Advisor
in Portland, OR

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About this Advisor

Shannon Divalerio is a financial advisor based in Portland, Oregon, working with Stancorp Investment Advisers, Inc. Shannon has previously held positions at Diversified Investors Securities Corp, Diversified Investment Advisors, Stancorp Equities, Inc, and Stifel Nicolaus & Co Inc. Shannon has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Missouri and Texas. Currently, Shannon is part of Stancorp Investment Advisers, Inc, which operates out of Portland, Oregon. The firm has 1 office and 112 employees. The firm manages assets totaling $34.4 billion and serves a variety of clients, including charitable organizations. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, and pension consulting services. The fee structure at Stancorp Investment Advisers, Inc includes asset-based, fixed, and other fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Pension consulting services

Fee Structure

Percentage of Assets, Fixed Fees, Others

Office Location

1100 Sw Sixth Avenue P9
Portland, OR 97204

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Stancorp Investment Advisers, Inc Brokerage Details

Total Assets Under Management

$34,385,256,113

OR Average: $1,120,203,312
Total Number of Employees

112

OR Average: 50
Total Number of Accounts

126,310

OR Average: 1,309
Average Account Size

$272,229

OR Average: $855,770

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pension consulting services

Shannon Divalerio Work History

2021 - Present (3 years)

Stancorp Equities, Inc

2018 - 2021 (3 years)

Stifel Nicolaus & Co Inc

2010 - 2018 (8 years)

Diversified Investors Securities Corp

2010 - 2018 (8 years)

Diversified Investment Advisors

Disclosures

Please visit the SEC profile of Shannon Divalerio 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 Stancorp Investment Advisers, Inc

John Lavin
Portland, OR
James Mcdowell
Portland, OR
Kyle Worley
Portland, OR
Douglas Corra
Portland, OR
Rian Clark
Portland, OR
Albert Maixner
Portland, OR
Taylor Smith
Portland, OR
Bradley Weber
Denver, CO

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