Riad Shanawany

Employer firm

J. W. Cole Advisors, Inc. CRD 112294

$8.25B regulatory AUM 1,971 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars
• HOURLY & FIXED RATE CONSULTING

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

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

Current Employers

Employment History

• 07/2011 → Present
  J.W. Cole Financial, Inc.
  Tampa, FL
• 07/2011 → Present
  J.W. Cole Advisors, Inc.
  Tampa, FL

Previous Registrations

• 2001-10-10 → 2011-07-27
  Ameriprise Financial Services, Llc
  Plantation, FL

Other Businesses

(1) FIXED INSURANCE UNDER NAME OF PRIME ASSET REALTY AND APPROPRIATE REAL ESTATE LICENSE. (2) MYRIAD CAPITAL OWNER - FIXED INSURANCE SALES AND REAL ESTATE SALES; 5850 Coral Ridge, Unit 303, Coral Springs, FL 33076. (3) A) BNI BUSINESS NETWORK INTERNATIONAL B) NONINVESTMENT RELATED C) SHERATON HOTEL D) NETWORKING GROUP E) 10/1/2016 F) GROWTH COORDINATOR G) 1 HR/MONTH H) 01 HR/MONTH DURING TRADING HOURS I) CALL APPLICATIONS REFERENCES TO VERIFY INFORMATION J) NO CLIENT INVOLVEMENT K) NO COMPENSATION. (4) A. NOONY MANAGEMENT B. NONINVESTMENT RELATED C. RESIDENTIAL ADDRESS D. MANAGEMENT OF PERSONAL FAMILY REAL ESTATE BUSINESS E. MANAGER F. 10/2016 G. 1 HOUR PER MONTH. (5) CEO Nexus - non-investment related - roundtable discussions to discuss best practices - 5/2/18 - member - 3 hours per month - 2 during trading hours. (6) CITADEL TRUST, LLC - INVESTMENT RELATED - 5850 CORAL RDIGE DRIVE UNIT 302 CORAL SPRINGS, FL - RENTAL PROPERTY - 7/12/19 - LESS THAN 1 HR PER MONTH. (7) BizGrowAdvisors; Not investment related; Business Coaching; 5850 Coral Ridge, Unit 303, Coral Springs, FL 33076; President/Founding Member; Business coaching and mentoring, Guide business owners in their work goals, this could be business strategies, leadership skills or mindset; Start 6/1/2023; 2 hours/month during trading. (8) Leading Peers; Not investment related; Boca Raton, FL; Business peer to peer with other CEOs; Member, attend a monthly meeting; Start 6/1/2025; 4 hours/month during trading hours.

Exams

• S63 Uniform Securities Agent State Law Examination
  2004-05-07
• S65 Uniform Investment Adviser Law Examination
  1999-12-03

Designations

• Certified Financial Planner

Other Names

• Riad Shanawany
• Rudy Shanawany
• Rudy Shay