Sharon M Consoli
Investment Adviser Representative at RPG Family Wealth Advisory, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Sharon M. Consoli is an investment adviser representative with RPG Family Wealth Advisory, LLC in Liberty Hill, TX, where they have been registered since 2023. They have worked in the securities industry since 2016 and were previously registered with First Heartland Consultants, Inc. They have passed 4 industry qualification exams, including the Series 65 (investment adviser), Series 63 (state securities agent), and Series 6 (investment company and variable products). They are registered to provide investment advice in Texas.
Registrations & licenses
- Investment adviser:
- Texas
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Transamerica Financial Advisors, IncDec 2015 – Jul 2019Westlake Village, CA
- World Financial Group, Inc.Nov 2014 – Jul 2019Westlake Village, CA
- Superior Court OF California, County OF VenturaApr 2017 – Jul 2020Ventura, CA
- First Heartland Capital IncJul 2019 – Jan 2023Lake St. Louis, MO
- RPG FAMILY WEALTH ADVISORY, LLC d/b/a Freedom FinancialSep 2023 – no end date reportedWestlake Village, CA
- Freedom Financial LLCJul 2019 – no end date reportedWestlake Village, CA
- J19 Foundation, LLCApr 2024 – no end date reportedLiberty Hill, TX
Official records & sources
Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About RPG Family Wealth Advisory, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$500M–$1B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 13
- Offices listed on AdvisorFinder:
- 4
- Main office:
- Burlington, MA
- SEC file number:
- 801-72631
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of April 24, 2026
View full firm profileOther advisors at RPG Family Wealth Advisory, LLC
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Sharon M Consoli has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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