A complete list of active advisors currently associated with Nautilus Wealth Advisors

Warmer can help you find a great advisor at Nautilus Wealth Advisors or one who fits your needs even better.

Nautilus Wealth Advisors is a founder‑owned registered investment adviser with one primary advisor, managing approximately $107.9 million for about 71 clients. The firm provides investment management, ongoing wealth management, financial planning, and retirement plan advisory services to individuals, high‑net‑worth clients, trusts, estates, and employer‑sponsored plans. The firm typically implements tailored portfolios using model portfolios through Raymond James' Freedom account program and a combination of ETFs, mutual funds, and individual stocks and bonds, and it may engage independent managers via Raymond James Consulting Services (RJCS). Nautilus conducts periodic account reviews, accepts limited discretionary authority, allows clients to impose written investment restrictions, and offers wrap‑fee arrangements where trading is executed through the wrap sponsor; clients may also direct brokerage in writing. A distinctive feature disclosed in the brochure is that founder Shannon T. Pitner is a licensed insurance agent who offers insurance products and receives customary commissions, which the firm identifies as a potential conflict of interest. Other notable operational characteristics include no account minimum, reliance on Raymond James platform and wrap programs for certain services, and a policy not to aggregate or block trades, which the brochure notes can affect execution and allocations.

To learn more about the advisors currently working at Nautilus Wealth Advisors, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Shannon Pitner	Indialantic, FL	45

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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

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