Sharon Consoli has been an investment adviser representative at RPG Family Wealth Advisory since September 2023, and is not listed among the firm’s executive officers or direct owners.
RPG Family Wealth Advisory, LLC is a Burlington, MA firm with $701M under management, 600 clients and 9 advisers across 5 offices, as of its April 2026 filing.
Sharon Consoli’s longest registration was 3 years at First Heartland Consultants, Inc. (2019–2023). Before joining RPG Family Wealth Advisory in 2023, Sharon Consoli was registered through First Heartland Consultants, Inc.
- – present · 3 yearsLiberty Hill, TX · Adviser representative · Firm CRD 158528
- First Heartland Consultants, Inc.– · 3 yearsCamarillo, CA · Adviser representative · Firm CRD 110377
Investment adviser representative registrations
Sharon Consoli is registered as an investment adviser representative in Texas, as a resident of Texas, since September 2023.
- TexasResidentSince 18 September 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 16 September 2019 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 63 | Uniform Securities Agent State Law Examination | 28 December 2015 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 15 December 2015 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Sharon M Consoli
- CRD
- 6564052
- Firm
- RPG Family Wealth Advisory · CRD 158528
- Office
- 2655 Ranch Road 1869, #103, Liberty Hill, TX 78642
- Registration
- Investment adviser registration
- In the industry since
- August 2016
- Disciplinary history
- Not yet shown here · SEC record
Where does Sharon Consoli work?
Sharon Consoli is an investment adviser representative registered through RPG Family Wealth Advisory, LLC since September 2023, and is not listed among the firm’s executive officers or direct owners.
Is Sharon Consoli a financial advisor?
Yes. Sharon Consoli has a current investment-adviser registration in Texas, through RPG Family Wealth Advisory since September 2023.
How many years of experience does Sharon Consoli have?
Sharon Consoli has 10 years in the financial industry, since August 2016, across 2 adviser firms.
What exams has Sharon Consoli passed?
Sharon Consoli has passed 3 licensing exams: the Series 6, Series 63 and Series 65. The earliest, the Series 6, was passed in December 2015. FINRA credited Sharon Consoli with the SIE, which began in October 2018.
Where did Sharon Consoli work before RPG Family Wealth Advisory?
Before RPG Family Wealth Advisory, Sharon Consoli was registered through First Heartland Consultants, Inc., September 2019 to January 2023.
Where is Sharon Consoli based?
Sharon Consoli’s registered office is in Liberty Hill, TX.
Is Sharon Consoli registered with FINRA?
No. Sharon Consoli has no current broker registration.
How can I verify Sharon Consoli’s record?
Search CRD 6564052 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Sharon Consoli’s full registration record.
