Shawn Rae has been an investment adviser representative at Pinnacle Wealth Advisors since February 2023, and is not listed among the firm’s executive officers or direct owners.
Pinnacle Wealth Advisors, LLC is a Clackamas, OR firm with $550M under management, 832 clients and 14 advisers across 6 offices, as of its July 2026 filing.
Shawn Rae is an investment adviser representative of Pinnacle Wealth Advisors. He began his career at Morgan Stanley, where he spent over a decade, and then moved to Pinnacle as a registered investment advisor. He served in the U.S. Air Force for eight years.
Shawn Rae’s longest registration was 11 years at Morgan Stanley (2011–2023). Before joining Pinnacle Wealth Advisors in 2023, Shawn Rae was registered through Morgan Stanley.
- Pinnacle Wealth AdvisorsCurrent– present · 3 yearsSaint Petersburg, FL · Adviser representative · Firm CRD 117517
- Morgan Stanley– · 11 yearsSt. Petersburg, FL · Adviser representative · Firm CRD 149777
Investment adviser representative registrations
Shawn Rae is registered as an investment adviser representative in Florida, since February 2023.
- FloridaSince 26 February 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 27 October 2011 |
| Series 7 | General Securities Representative Examination | 14 September 2011 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Shawn Joseph Rae
- CRD
- 5954723
- Firm
- Pinnacle Wealth Advisors · CRD 117517
- Office
- 5999 CENTRAL AVENUE, SUITE # 301, Saint Petersburg, FL 33710
- Registration
- Investment adviser registration
- In the industry since
- October 2011
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- thinkpinnacle.com
Where does Shawn Rae work?
Shawn Rae is an investment adviser representative registered through Pinnacle Wealth Advisors, LLC since February 2023, and is not listed among the firm’s executive officers or direct owners.
Is Shawn Rae a financial advisor?
Yes. Shawn Rae has a current investment-adviser registration in Florida, through Pinnacle Wealth Advisors since February 2023.
How many years of experience does Shawn Rae have?
Shawn Rae has 15 years in the financial industry, since October 2011, across 2 adviser firms.
What exams has Shawn Rae passed?
Shawn Rae has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in September 2011. FINRA credited Shawn Rae with the SIE, which began in October 2018.
Where did Shawn Rae work before Pinnacle Wealth Advisors?
Before Pinnacle Wealth Advisors, Shawn Rae was registered through Morgan Stanley, October 2011 to January 2023.
Where is Shawn Rae based?
Shawn Rae’s registered office is in Saint Petersburg, FL.
Is Shawn Rae registered with FINRA?
No. Shawn Rae has no current broker registration.
How can I verify Shawn Rae’s record?
Search CRD 5954723 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Shawn Rae’s full registration record.
