SC
CFP
SC
CFP

Shannon Chiarello

5 Years of Experience
Wilmington, NC
Broker

Shannon Chiarello is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Wilmington, NC, with 5 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

1508 Military Cutoff Road, Suite 305, Wilmington, NC, 28403

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
June 2025 - Present · 1 yr 1 mo
Raymond James Financial Services Advisors, INC
June 2025 - Present · 1 yr 1 mo
Previous Registrations
Edward Jones
September 2020 - June 2025 · 4 yrs 9 mos
Edward JonesBroker
August 2020 - June 2025 · 4 yrs 10 mos
State Registrations18 states
ALAZCAFLGAKSLAMDMINCNJNMNYOKPASCTXVA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Shannon Chiarello - Financial Advisor | TrueAdvisor