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Founder, Chief Executive Officer and Chief Compliance Officer · Nautilus Wealth Advisors

Shannon T. Pitner

CRD 1002126 · Named on Form ADV at one SEC-registered adviser

At a glance

Nautilus Wealth Advisors, an SEC-registered wealth manager based in Indialantic, FL with $108 million in regulatory assets, lists Shannon T. Pitner on its Form ADV as Founder, Chief Executive Officer and Chief Compliance Officer, a control person.

Firms and roles

  • Nautilus Wealth AdvisorsFounder, Chief Executive Officer and Chief Compliance OfficerWealth manager · Indialantic, FL · $108M in regulatory assets

AtlasMembers

Shannon’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Shannon’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.