Anthony Scott Shunnarah
Investment adviser representative at Truewealth Advisors, LLC
12 yearsExperience
1 stateRegistered in
$547.5MFirm assets
7 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
12 years in the industry.
- Truewealth Advisors, LLCJan 2016 to now
- MML Investors Services, LLCDec 2023 to Jan 2026
- Massmutual Life Insurance CompanyNov 2023 to Jan 2026
- Guardian Life Insurance CompanyJan 2021 to Nov 2023
- Park Avenue SecuritiesDec 2020 to Nov 2023
- Hornor Townsend & Kent LLCDec 2019 to Dec 2020
- Penn Mutual Life Insurance CompanyDec 2019 to Dec 2020
- The Assurance GroupNov 2018 to Nov 2019
- MML Investors Services, LLCMar 2017 to Nov 2018
- Metlife Securities IncApr 2014 to Mar 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2009
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (AL).
Truewealth Advisors, LLC
$547.5MAssets managed
1,104Clients
14Advisers
7 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5529473
- Firm CRD
- 298838