Riad Shanawany, financial advisor Fort Lauderdale FL
38 score

Riad Shanawany

CRD Number: 3184981
Current Firm: J. W. Cole Advisors, Inc.

Riad Shanawany (CRD# 3184981) is an Investment Advisor Representative working at J. W. Cole Advisors, Inc. in Fort Lauderdale, FL and has over 17 years of experience in the finance industry.

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Company Name Location Dates Years
J.w. Cole Financial, Inc. Tampa, FL Jul 2011 - Current 5
Jonathan Roberts Advisory Group, Inc. Tampa, FL Jul 2011 - Current 5
American Express Financial Advisors Ft Lauderdale, FL Jul 2001 - Jul 2011 10
Ids Life Insurance Company Ft Lauderdale, FL Jul 2001 - Jul 2011 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2004
S65 NASAA Investment Advisors Law Examination Dec 1999
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Employer Dispute
  • Customer Dispute
  • Regulatory Event
Get Details on the FINRA Advisor Check site
Contact Info for Riad Shanawany
Phone Number: (813) 935-6776
Firm Website: http://www.jw-cole.com
Registered State(s):
  • FL
  • TX
  • IL
By the Numbers
  • Total Assets Under Management
    1,250
    MILLIONS
  • Total Number of Accounts
    6,832
    ACCOUNTS
  • Average Account Value
    $182,954
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
38

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