Shannon Oloroso, financial advisor Chandler AZ

Shannon Oloroso

CRD Number: 7005489
Current Firm: Financial Engines Advisors LLC

Shannon Oloroso (CRD# 7005489) is an Investment Advisor Representative working at Financial Engines Advisors LLC in Chandler, AZ and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Financial Engines Advisors LLC Santa Clara, CA Feb 2022 - Current < 1
Financial Engines Advisors LLC Santa Clara, CA Sep 2021 - Feb 2022 < 1
Financial Engines Advisors LLC Phoenix, AZ Jul 2020 - Sep 2021 1
Financial Engines Advisors LLC Phoenix, AZ Mar 2018 - Jul 2020 2
Unemployed Scottsdale, AZ Dec 2017 - Mar 2018 < 1
Foster Hope Foundation Tempe, AZ Dec 2015 - Dec 2017 2
Arizona Charities Foundation Mesa, AZ Aug 2011 - Dec 2015 4
Brinker International Payroll Company L.p Scottsdale, AZ Jul 2011 - Apr 2013 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jan 2020
Contact Info for Shannon R. Oloroso
Phone Number: 408-498-6000
Registered State(s):
  • AZ
  • TX
By the Numbers
  • Total Assets Under Management
    290,355
    MILLIONS
  • Total Number of Accounts
    1,586,142
    ACCOUNTS
  • Average Account Value
    $183,057
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Subscription fees (for a newsletter or periodical)
  • Fixed fees (other than subscription fees)
  • Other
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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