Sheila Rae Stowers

Employer firm

Cgn Advisors, LLC CRD 159359

$1.60B regulatory AUM 999 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2012 → Present
  Cgn Advisors, Llc
  Austin, TX

Previous Registrations

• 2009-02-02 → 2009-11-25
  Charles Schwab & Co., Inc.
  Austin, TX
  Austin, TX
• 2007-10-19 → 2008-11-18
  Dimensional Fund Advisors Lp
  Austin, TX
• 2006-12-19 → 2007-10-08
  Cue Financial Group, Inc.
  Wimberley, TX
• 2001-01-10 → 2004-01-22
  Strategic Advisers Llc
  Westlake, TX

Exams

• S65 Uniform Investment Adviser Law Examination
  2012-01-24
• S66 Uniform Combined State Law Examination
  2006-09-19
• S63 Uniform Securities Agent State Law Examination
  1998-02-23

Designations

• Certified Financial Planner

Other Names

• Sheila Rae Seago