Shannon
Rozairo
Cordant, Inc
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About this Advisor
Shannon Rozairo is a certified financial planner operating in Portland, Oregon who has 5 years of relevant experience. Rozairo works at Cordant, Inc. Over the course of their career, Rozairo has held roles at Cordant. Inc, Camms and Human Investing. Rozairo is registered to advise clients in California, Oregon and Washington. Cordant, Inc is a financial advisory company operating out of Portland, OR. It has $243 million in assets among its 882 client accounts, placing it among the mid-sized firms in the country by assets under management. Of its 882 client accounts, 84% are held by high-net-worth individuals who have greater than $1 million in investable assets. Cordant, Inc offers a few services, including financial planning services, portfolio management for individuals and small businesses and educational seminars. Fees for financial management typically vary depending on which service is offered. However, fees charged by Cordant, Inc most likely consist of any blend of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Cordant, Inc Brokerage Details
$243,084,680
7
882
$275,606
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
Shannon Rozairo Work History
Shannon has been registered as a financial advisor for 5 years.*
Cordant. Inc
Camms
Human Investing
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Shannon Rozairo 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 Cordant, Inc
Portland, OR
Portland, OR
Portland, OR
Portland, OR
Portland, OR
Portland, OR
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
