Shawn Joseph Rae
Investment adviser representative at Pinnacle Wealth Advisors
15 yearsExperience
1 stateRegistered in
$549.7MFirm 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
Experience
15 years in the industry.
- Pinnacle Wealth Advisors, Inc.Jan 2023 to now
- Morgan Stanley Smith BarneySep 2011 to Jan 2023
Exams passed
- Series 66 · Uniform Combined State Law2011
State registrations
Registered as an investment adviser representative in 1 state (FL).
Pinnacle Wealth Advisors
Legal name: Pinnacle Wealth Advisors, LLC
$549.7MAssets managed
832Clients
16Advisers
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
- 5954723
- Firm CRD
- 117517