Shane P. Snively

EAGLE WEALTH MANAGEMENT GROUP

Charlotte, NC 28277

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CRD#: 4326919

Professional summary

Shane Patrick Snively is a registered financial advisor currently at EAGLE WEALTH MANAGEMENT GROUP INC. located in Charlotte, North Carolina and CONCORDE INVESTMENT SERVICES, LLC located in Charlotte, North Carolina.

Shane is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2001. Shane has worked at 6 firms and has passed the Series 66, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Shane Patrick Snively's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

October 30, 2023 - Present

EAGLE WEALTH MANAGEMENT GROUP INC.

Office #1: 10815 Sikes Place Suite #320, Charlotte, NC 28277

RIA

CRD#: 327052

Charlotte, NC

Current

November 20, 2023 - Present

CONCORDE INVESTMENT SERVICES, LLC

Office #1: 10815 Sikes Place Suite 320, Charlotte, NC 28277

CRD#: 151604

Charlotte, NC

Past

October 7, 2009 - November 20, 2023

CROWN CAPITAL SECURITIES, L.P.

RIA

CRD#: 6312

CHARLOTTE, NC

Past

October 7, 2009 - November 20, 2023

CROWN CAPITAL SECURITIES, L.P.

CRD#: 6312

CHARLOTTE, NC

Past

February 14, 2007 - October 2, 2009

CONSOLIDATED PORTFOLIO REVIEW CORP

RIA

CRD#: 112694

WOODBURY, NY

Past

February 7, 2007 - October 2, 2009

IMPACTU.INVESTMENTS, LLC

CRD#: 122696

WAXHAW, NC

Past

April 10, 2001 - February 5, 2007

SECURIAN FINANCIAL SERVICES, INC.

RIA

CRD#: 15296

CHARLOTTE, NC

Past

February 8, 2001 - February 5, 2007

SECURIAN FINANCIAL SERVICES, INC.

CRD#: 15296

CHARLOTTE, NC

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

EAGLE WEALTH MANAGEMENT GROUP INC.

EAGLE RETIREMENT PLANS | EAGLE WEALTH MANAGEMENT GROUP INC.

CRD#: 327052 / SEC#: 801-128270

RIA

Registered Investment Advisory firm - (7/14/2023 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Georgia
(11/20/2023)

Kentucky
(11/20/2023)

New Jersey
(11/20/2023)

New York
(11/20/2023)

IAR

North Carolina
(10/30/2023)

North Carolina
(11/20/2023)

Ohio
(11/20/2023)

Pennsylvania
(11/20/2023)

South Carolina
(11/20/2023)

Texas
(11/20/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 2/14/2001

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 2/5/2001

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 8/2/2007

General Securities Principal Examination

SRO Registrations

FINRA

Current Firm

EAGLE WEALTH MANAGEMENT GROUP INC.

EAGLE RETIREMENT PLANS | EAGLE WEALTH MANAGEMENT GROUP INC.

CRD#: 327052 / SEC#: 801-128270

RIA

Registered Investment Advisory firm - (7/14/2023 Approved)

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Contact information

Main Address

28212 Kelly Johnson Parkway Suite 175, Valencia, CA 91355

Mailing Address

Phone number

(661) 257-9800

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (8 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

20230509 FORM ADV PART 2A - EAGLE WEALTH (3/26/2025)

Regulatory assets under management

Total Number of Accounts	456
AUM (Assets Under Management)	$ 364,262,169

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Shane P. Snively

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Shane Patrick Snively's CRS (Customer Relationship Summary).

Certified licenses

Experience

CONCORDE INVESTMENT SERVICES, LLC

CROWN CAPITAL SECURITIES, L.P.

CROWN CAPITAL SECURITIES, L.P.

CONSOLIDATED PORTFOLIO REVIEW CORP

IMPACTU.INVESTMENTS, LLC

SECURIAN FINANCIAL SERVICES, INC.

SECURIAN FINANCIAL SERVICES, INC.

Primary Firm SEC Registration

EAGLE WEALTH MANAGEMENT GROUP INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 2/14/2001

SIE

Date: 10/1/2018

Series 7

Date: 2/5/2001

Series 24

Date: 8/2/2007

FINRA

Current Firm

EAGLE WEALTH MANAGEMENT GROUP INC.

Contact information

SEC notice filing (8 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

EAGLE WEALTH MANAGEMENT GROUP INC.

TRUST BUT VERIFY

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