Shirley Stacy Sanchez
Investment adviser representative at Pioneer Wealth Management Group
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$399.2MFirm assets
Are you Shirley Stacy Sanchez? Claim your profile
Contact this firm
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
11 years in the industry.
- Pioneer Wealth Management GroupMar 2021 to now
- The University of Texas At Austin, TxNov 2015 to Feb 2021
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (TX).
Pioneer Wealth Management Group
Legal name: Pioneer Wealth Management Group, Inc
$399.2MAssets managed
499Clients
11Advisers
5 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
- 7697052
- Firm CRD
- 133429