Shannon C Boyle
Investment adviser representative at Missionsquare Wealth Management
12 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$0Firm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
12 years in the industry.
- Missionsquare Wealth ManagementMar 2026 to now
- Missionsquare Investment ServicesSep 2025 to now
- Missionsquare RetirementSep 2025 to now
- UnemployedMay 2025 to Aug 2025
- Arista Advisory GroupJan 2025 to Apr 2025
- UnemployedOct 2024 to Dec 2024
- Cetera Advisor NetworksMar 2024 to Sep 2024
- Cetera Investment AdvisersMar 2024 to Sep 2024
- Schwab Private Client Investment Advisory, Inc.Jun 2019 to Mar 2024
- Charles Schwab & Co., Inc.Jul 2014 to Mar 2024
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 2 states (FL, MI).
Missionsquare Wealth Management
Legal name: Icma-rc Services, LLC
$0Assets managed
0Clients
24Advisers
Under 1 yearIn 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
- 6375682
- Firm CRD
- 23189