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Sharon Lee Cooper

Aerie Advisory Group LLC

Gig Harbor, WA

CRD 2815356

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Employer firm

Aerie Advisory Group LLC CRD 333610

$2.52B regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Selection of other advisers
  • INVESTMENT CONSULTING

From the firm’s Form ADV. Read the guides:

Current Employers
Aerie Advisory Group Llc

3025 Harborview Drive, Gig Harbor, WA 98335 • United States

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2026-07-13
  • WA RA
    APPROVED
    Since 2026-07-13

Branch Locations

3025 Harborview Drive, Gig Harbor, WA 98335 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
D'ANnunzio Consulting Group, Llc Tacoma WA 07/2007 07/2026
Aerie Advisory Group, Llc Gig Harbor WA 07/2026 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-05-16
S63 Uniform Securities Agent State Law Examination 1997-02-06
  • S65 Uniform Investment Adviser Law Examination
    2022-05-16
  • S63 Uniform Securities Agent State Law Examination
    1997-02-06
Other Names
  • Sharon Lee Parton
  • Sharon Lee Standley
  • Sharon Lee Cooper
  • Sharon L Parton

View on SEC IAPD

Nearby Firms

LIGHTHOUSE WEALTH STRATEGIES, LLC
EDWARD JONES
SOWELL MANAGEMENT

Nearby Investors

KELLY ROY CAVIEZEL
MEGAN ANNE HAYES
KARSTEN JON CAVIEZEL

Nearby Offices

LIGHTHOUSE WEALTH STRATEGIES, LLC · GIG HARBOR, WA
EDWARD JONES · GIG HARBOR, WA
SOWELL MANAGEMENT · Gig Harbor, WA

More in Gig Harbor, WA

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