Shane Small
Shane Small is a registered investment advisor at Cetera Investment Advisers LLC, based in Hagerstown, MD, with 16 years of industry experience. Shane operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
130 S Edgewood Drive, Hagerstown, MD, 21740
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Shane works as a wealth advisor for First United Wealth Management, administering trusts and assisting in estate planning. He is also a board member of Waynesboro Country Club, dedicating minimal time to this role.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Investment Services LLCBroker
Previous Registrations
Cetera Investment Advisers LLC
Cetera Investment Services LLCBroker
Valley Forge Asset Management CORP.Broker
State Registrations8 states
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