What departments does Advizrs have?

Advizrs has employees across 1 departments including Consultant.

What is the largest department at Advizrs?

The largest department at Advizrs is Consultant with 2 employees.

Where are Advizrs employees located globally?

Advizrs has employees across 1 continents and 1 countries including United States Of America.

How has Advizrs's team size changed over time?

Advizrs's team has remained stable from approximately 2 to 2 employees based on available data.

Advizrs Employee Directory

Financial ServicesFlorida, United States2-10 Employees

Advizrs is a financial services firm based in St. Petersburg, Florida, that works with plan sponsors and plan participants to design retirement plans tailored to their needs. The company emphasizes independence and objectivity, drawing on more than three decades of combined experience from its consultants to address plan design, regulatory, and compliance considerations for clients seeking reliable retirement planning solutions. Its service model centers on keeping clients at the core of decision-making, aiming to provide peace of mind in a changing regulatory landscape. Advizrs operates in the retirement plan advisory space and positions itself as an independent consultancy within the broader financial services industry, serving a local client base in the United States with a focus on practical, unbiased guidance. The firm operates from its St. Petersburg location and is described as a small team led by two principal consultants, Kelly Carlson and Shannon McIntosh, who are registered representatives and investment advisor representatives associated with Cambridge entities on a non-affiliated basis.

Advizrs Global Highlights

North America
4

United States Of America
4

Advizrs's Leadership

K. C.
Principal And Managing Director, Retirement Consultant
Mobile Phone
Email
S. M.
Director Service Consultant
Mobile Phone
Email

Advizrs Employee Metrics

100%

50%

0%

2026

2025

Banking
Accounting
Administrative
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Contact profiles from Advizrs

Name

Title

Contact Info

Location

Last Update

K. C.
Principal And Managing Director, Retirement Consultant
Mobile Phone
Email
United StatesFlorida
Jun 26, 2026
S. M.
Director Service Consultant
Mobile Phone
Email
Jul 13, 2025

Frequently Asked Questions

What is Advizrs known for?

Advizrs operates in the Financial Services industry. The company's main headquarters is located in 300 First Avenue South Fifth Floor St. Petersburg, Florida 33701 United States; you can contact the main corporate office by phone at

+1-813-760-****

. Explore Advizrs's company overview page for more information.

What is Advizrs's most common email format?

Advizrs employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Advizrs email formats with LeadIQ.

How many employees does Advizrs have currently?

Advizrs has approximately 2 employees as of May 2026. These team members are located across 1 continents, including North America.

Who are Advizrs's key employees and leadership?

As of May 2026, Advizrs's key employees include:

Principal And Managing Director, Retirement Consultant: K. C.
Director Service Consultant: S. M.

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Advizrs Employee Directory

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