United Brokerage Services, Inc

Investment Advisor
in Shepherdstown, WV

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About this Advisor

Shane Marrone is a financial advisor based in Shepherdstown, West Virginia who has 3 years of relevant experience. Marrone is an employee of United Brokerage Services, Inc. Over the course of their career, Marrone has held roles at Shepherd University, United Bank, United Brokerage Services and United Brokerage Services Inc. Marrone maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and can operate in Maryland and West Virginia. United Brokerage Services, Inc is a company that has its headquarters in Parkersburg, WV. The investment advisory business has offices in 79 locations and a total of 100 advisors. It administers $229 million in total assets across its 953 customer accounts, making it one of the mid-sized firms in the country by assets under management. The company offers a few services, such as portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Fees for financial advisory services largely are based on which services are offered. Fee types charged by United Brokerage Services, Inc typically consist of asset-based fees.

Certifications and Registrations

Series 66

Years Registered*

3 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets

Office Location

7867 Martinsburg Pike, Maddex Square
Shepherdstown, WV 25443

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United Brokerage Services, Inc Brokerage Details

Total Assets Under Management


WV Average: $493,341,091
Total Number of Employees


WV Average: 16
Total Number of Accounts


WV Average: 1,028
Average Account Size


WV Average: $479,904

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Shane Marrone Work History

Shane has been registered as a financial advisor for 3 years.*

2021 - Present (3 years)

United Brokerage Services Inc

2016 - 2018 (2 years)

United Brokerage Services

2013 - 2021 (8 years)

United Bank

2011 - 2015 (4 years)

Shepherd University

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.


Please visit the SEC profile of Shane Marrone to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at United Brokerage Services Inc

Scott Molina
Wheeling, WV
Todd Loyal
Uniontown, PA
Joseph Carter
Mc Lean, VA
Amanda Giangola
Inwood, WV
Gregory Dennis
Dunbar, WV
Jason Whiteman
Fredericksburg, VA
Peter Warren
Martinsburg, WV
Matthew Humphrey
Vienna, VA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact

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