Investment adviser representative · Pioneer Wealth Management Group
Shirley S. Sanchez
CRD 7697052 · Austin, TX
At a glance
Shirley S. Sanchez is an investment adviser representative with Pioneer Wealth Management Group in Austin, TX, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Shirley’s SEC record dates to 2023, about 3 years ago. Designations on file: Certified Financial Planner.
Current advisory firm
- Pioneer Wealth Management GroupSince February 2023Austin, TX · $399M in regulatory assets
SEC adviser record
- Registered since
- 2023 (3 years)
- Designations
- Certified Financial Planner
- Exams
- –
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Shirley’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
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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.