Shane
Small
Cetera Investment Advisers LLC
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About this Advisor
Shane Small is a financial advisor who works out of Hagerstown, Maryland, with 7 years of relevant experience. Small is an advisor for Cetera Investment Advisers LLC. Their career trajectory has included roles at Valley Forge Asset Management, Susquehanna Trust & Investment Company, Cnb Bank Inc, Cetera Investment Services LLC, Cetera Investment Advisers LLC, First United Bank And Trust and Cetera Investment Advisors. Small holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is approved to operate in Maryland. Cetera Investment Advisers LLC is a business based out of Schaumburg, IL. The firm has offices in 1,614 locations and a total of 3,094 employees. It oversees $33 billion in assets under management among its 176,986 client accounts, placing it among the largest firms in the United States by assets under management. The firm serves 431 charitable organizations. Of its 176,986 customer accounts, 23% belong to high-net-worth investors who have greater than $1 million in assets. Cetera Investment Advisers LLC performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Fees charged by financial advisors vary depending on the type of financial services offered. Fees charged by Cetera Investment Advisers LLC can be comprised of some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Cetera Investment Advisers LLC Brokerage Details
$33,356,369,941
3,094
176,986
$188,469
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Shane Small Work History
Shane has been registered as a financial advisor for 7 years.*
First United Bank And Trust
Cetera Investment Advisors
Cetera Investment Advisors
Cnb Bank Inc
Cetera Investment Services LLC
Cetera Investment Advisers LLC
Valley Forge Asset Management
Susquehanna Trust & Investment Company
*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.
Disclosures
Please visit the SEC profile of Shane Small to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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