Shannon Sapp has been an investment adviser representative at Coquina Private Wealth since March 2025, and is not listed among the firm’s executive officers or direct owners. Shannon Sapp holds a Bachelor's degree in accounting from Webber College and an MBA from Webber International University.
Coquina Private Wealth LLC is a Port Charlotte, FL firm with $418M under management, 1,519 clients and 8 advisers across 5 offices, as of its February 2026 filing.
Shannon Sapp is Wealth Manager - Sebring of Coquina Private Wealth Advisors. As founder of the Sebring office, she works on the financial, retirement and tax planning components of comprehensive wealth management plans. She also does entrepreneurial business coaching, helping entrepreneurs analyze organizational practices, identify weaknesses and recommend strategies.
Shannon Sapp’s longest registration was 6 years at Raymond James Financial Services Advisors, Inc (2018–2025). Before joining Coquina Private Wealth in 2025, Shannon Sapp was registered through Raymond James Financial Services Advisors, Inc and Suntrust Advisory Services, Inc.
- – present · 1 yearSebring, FL · Adviser representative · Firm CRD 333615
- Raymond James Financial Services Advisors, Inc– · 6 yearsSebring, FL · Adviser representative · Firm CRD 149018
- Suntrust Advisory Services, Inc.– · 1 yearSebring, FL · Adviser representative · Firm CRD 283390
- Suntrust Investment Services, Inc.– · 1 yearSebring, FL · Adviser representative · Firm CRD 17499
Professional designations
Listed by Coquina Private Wealth
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Chartered Retirement Planning Counselor (CRPC™)
- Certified Public Accountant (CPA)
Investment adviser representative registrations
Shannon Sapp is registered as an investment adviser representative in 2 states. The first approvals date from March 2025; the most recent is Texas, in April 2025.
- FloridaSince 10 March 2025
- TexasSince 4 April 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 9 | General Securities Sales Supervisor - Options Module Examination | 5 November 2018 |
| Series 10 | General Securities Sales Supervisor - General Module Examination | 18 October 2018 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 31 March 2015 |
| Series 7 | General Securities Representative Examination | 2 March 2015 |
- Name
- General Securities Sales Supervisor - Options Module Examination
- Name
- General Securities Sales Supervisor - General Module Examination
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Shannon Cree Sapp
- CRD
- 6443776
- Firm
- Coquina Private Wealth · CRD 333615
- Office
- 659 S Commerce Avenue, Sebring, FL 33870
- Registration
- Investment adviser registration
- In the industry since
- March 2015
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- coquinaprivatewealth.com
Where does Shannon Sapp work?
Shannon Sapp is an investment adviser representative registered through Coquina Private Wealth LLC since March 2025, and is not listed among the firm’s executive officers or direct owners.
Is Shannon Sapp a financial advisor?
Yes. Shannon Sapp has a current investment-adviser registration in Florida and Texas, through Coquina Private Wealth since March 2025.
How many years of experience does Shannon Sapp have?
Shannon Sapp has 11 years in the financial industry, since March 2015, across 4 adviser firms.
What exams has Shannon Sapp passed?
Shannon Sapp has passed 4 licensing exams: the Series 7, Series 66, Series 10 and Series 9. The earliest, the Series 7, was passed in March 2015. FINRA credited Shannon Sapp with the SIE, which began in October 2018.
Where did Shannon Sapp work before Coquina Private Wealth?
Before Coquina Private Wealth, Shannon Sapp was registered through Suntrust Advisory Services, Inc., September 2016 to July 2018; Suntrust Investment Services, Inc., April 2015 to December 2016.
Where is Shannon Sapp based?
Shannon Sapp’s registered office is in Sebring, FL.
Is Shannon Sapp registered with FINRA?
No. Shannon Sapp has no current broker registration.
Is Shannon Sapp a CFP?
Coquina Private Wealth lists Shannon Sapp with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Shannon Sapp’s record?
Search CRD 6443776 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Shannon Sapp’s full registration record.
