SS
SS

Shawnnah Sprague

2 Years of Experience
Broker
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
633 advisors
Number of Clients
3,251 clients
Average Client Portfolio
$323K average
Assets Under Management
$1.1B
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Location

9 N Main Street, Honeoye Falls, NY, 14472

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Horizon Financial
November 2025 - Present · 3 mos
Private Client Services, LLCBroker
November 2025 - Present · 3 mos
Previous Registrations
Edward Jones
July 2023 - November 2025 · 2 yrs 4 mos
Edward JonesBroker
June 2023 - November 2025 · 2 yrs 5 mos
State Registrations8 states
MDNCNHNYPASCTXVA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.