Investment adviser representative · S Harris Financial Group, LLC
Shannon Schulz
CRD 7922404 · San Antonio, TX
At a glance
Shannon Schulz is an investment adviser representative with S Harris Financial Group, LLC in San Antonio, TX, according to the SEC’s Investment Adviser Public Disclosure records.
Current advisory firm
- S Harris Financial Group, LLCSince October 2026San Antonio, TX · $404M in regulatory assets
SEC adviser record
- Registered since
- 2026
- Designations
- None on file
- Exams
- Series 65
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Shannon’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.
More at S Harris Financial Group, LLC
- Mitchell A. ByrumSan Antonio · Certified Financial Planner
- Samuel J. HaagerSan Antonio · Certified Financial Planner
- Gary S. HarrisSan Antonio
- Stephanie A. HarrisSan Antonio · Certified Financial Planner
- Daniel P. KingSan Antonio · Certified Financial Planner
- Gracelyn SniderSan Antonio
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