SHANNON T. PITNER AND COMPANY
Legal name: NAUTILUS WEALTH ADVISORS
CRD #311853 SEC #801-120360 INDIALANTIC, FL (321) 724-1888
SEC Registered
Total AUM
$119.3M
Discretionary
$119.3M
Employees
2
Clients
51
Accounts
557
Firm Details
- Organization Type
- Corporation
- State of Formation
- Florida
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Feb 25, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| PITNER, SHANNON, TRUSE | I | FOUNDER, CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | E | Control |
| PITNER, SHANNON, TRUSE | I | FOUNDER, CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | E | Control |
| PITNER, SHANNON, TRUSE | I | FOUNDER, CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | E | Control |
| PITNER, SHANNON, TRUSE | I | FOUNDER, CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | E | Control |
| PITNER, SHANNON, TRUSE | I | FOUNDER, CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | E | Control |
| PITNER, SHANNON, TRUSE | I | FOUNDER, CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | E | Control |
| PITNER, SHANNON, TRUSE | I | FOUNDER, CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | E | Control |
| PITNER, SHANNON, TRUSE | I | FOUNDER, CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | E | Control |
| PITNER, SHANNON, TRUSE | I | FOUNDER, CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | E | Control |
| PITNER, SHANNON, TRUSE | I | FOUNDER, CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | E | Control |
| PITNER, SHANNON, TRUSE | I | FOUNDER, CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Feb 25, 2025 REGISTERED
Notice Filings (2)
FL NH
Address
410 N. MIRAMAR AVENUEINDIALANTIC, FL 32903
United States
Phone: (321) 724-1888