Sharon M Consoli

Rpg Family Wealth Advisory, LLC

9 Years of Experience

1 DisclosureSells Insurance

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net Worth

Rpg Family Wealth Advisory, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

12 advisors

Number of Clients

565 clients

Average Client Portfolio

$1.0M average

Assets Under Management

$590.3M

Fee Structure

Location

25 Burlington Mall Road, Suite 404, Burlington, MA, 01803

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History

Regulatory History (1)

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Employment Separation After Allegations

January 2023

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Other Business ActivitiesSells Insurance

Sharon is an employee of Freedom Financial LLC, a marketing entity for fixed and insurance products, dedicating about 10-20% of her time. She is also an insurance agent selling life, accident, and health insurance, and serves as the treasurer on the board of directors for the Liberty Hill Voters Association.

Employment History

Current Registrations

Rpg Family Wealth Advisory, LLC

September 2023 - Present · 2 yrs 5 mos

Previous Registrations

First Heartland Consultants, INC.

September 2019 - January 2023 · 3 yrs 4 mos

First Heartland Capital, INC.Broker

July 2019 - January 2023 · 3 yrs 6 mos

Transamerica Financial Advisors, INCBroker

December 2015 - July 2019 · 3 yrs 7 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.