Shawna Sardone, financial advisor Pittsburgh PA
90 score

Shawna Sardone

CRD Number: 6099292
Current Firm: Citizens Securities, Inc.

Shawna Sardone (CRD# 6099292) is an Investment Advisor Representative working at Citizens Securities, Inc. in Pittsburgh, PA and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Citizens Bank Pittsburgh, PA Dec 2017 - Current < 1
Citizens Securities Inc. Pittsburgh, PA Dec 2017 - Current < 1
Citizens Bank Pittsburgh, PA Jan 2017 - Current 1
Key Investment Services LLC Pepper Pike, OH Sep 2016 - Jan 2017 < 1
Keybank Pittsburgh, PA Sep 2016 - Jan 2017 < 1
Lpl Financial LLC North Huntingdon, PA Jan 2015 - Sep 2016 1
First Niagara Bank North Huntingdon, PA Jan 2015 - Sep 2016 1
Cco Investment Services Greensburg, PA Jul 2012 - Jan 2015 2
Citizens Bank White Oak, PA Sep 2011 - Jun 2012 < 1
First Commonwealth Bank Greensburg, PA Jun 2010 - Aug 2011 1
Benjamin's Restaurant Indiana, PA May 2007 - Jun 2011 4
Sun City Tanning Indiana, PA May 2009 - Apr 2010 < 1
Iup Indiana, PA Jun 2006 - Aug 2008 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2013
S65 NASAA Investment Advisors Law Examination May 2014
Contact Info for Shawna L. Sardone
Phone Number: 1-800-942-8300
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    3,586
    MILLIONS
  • Total Number of Accounts
    26,251
    ACCOUNTS
  • Average Account Value
    $136,605
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • 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, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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