AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why AdvisorCheck
SS

Shane Patrick Snively

EAGLE WEALTH MANAGEMENT GROUP
Charlotte, NC
·CRD# 4326919·25 years experience

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.

At a Glance

Advisory Accounts Only

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

Similar Advisors

David Blair Thompson
David Blair Thompson

SPARTA WEALTH PARTNERS

CHARLOTTE, NC · CRD#
View profile
JS
John Walter Sanders Jr.

PORTUS WEALTH ADVISORS, LLC

CHARLOTTE, NC · CRD#
JW
Jessica Paige Williams

VANGUARD ADVISERS, INC.

CHARLOTTE, NC · CRD#

Videos & Posts

This advisor has not added any videos or posts yet.

Similar Advisors

David Blair Thompson
David Blair Thompson

SPARTA WEALTH PARTNERS

CHARLOTTE, NC · CRD#
DM
David Perry Miller

ALLSTATE FINANCIAL SERVICES, LLC

CHARLOTTE, NC · CRD#
JS
John Walter Sanders Jr.

PORTUS WEALTH ADVISORS, LLC

CHARLOTTE, NC · CRD#
JW
Jessica Paige Williams

VANGUARD ADVISERS, INC.

CHARLOTTE, NC · CRD#

Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

Similar Advisors

David Blair Thompson
David Blair Thompson

SPARTA WEALTH PARTNERS

CHARLOTTE, NC · CRD#
DM
David Perry Miller

ALLSTATE FINANCIAL SERVICES, LLC

CHARLOTTE, NC · CRD#
JS
John Walter Sanders Jr.

PORTUS WEALTH ADVISORS, LLC

CHARLOTTE, NC · CRD#
JW
Jessica Paige Williams

VANGUARD ADVISERS, INC.

CHARLOTTE, NC · CRD#

Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

Similar Advisors

David Blair Thompson
David Blair Thompson

SPARTA WEALTH PARTNERS

CHARLOTTE, NC · CRD#
DM
David Perry Miller

ALLSTATE FINANCIAL SERVICES, LLC

CHARLOTTE, NC · CRD#
JS
John Walter Sanders Jr.

PORTUS WEALTH ADVISORS, LLC

CHARLOTTE, NC · CRD#
JW
Jessica Paige Williams

VANGUARD ADVISERS, INC.

CHARLOTTE, NC · CRD#

Years of Experience

25 years in the financial services industry

Current & Past Employments

EAGLE WEALTH MANAGEMENT GROUP INC.·CRD# 327052
RIA
10815 Sikes Place Suite #320, Charlotte, NC 28277
October 30, 2023 - Present
CONCORDE INVESTMENT SERVICES, LLC·CRD# 151604
BD
10815 Sikes Place Suite 320, Charlotte, NC 28277
November 20, 2023 - Present
CROWN CAPITAL SECURITIES, L.P.·CRD# 6312
RIA
Charlotte, NC
October 7, 2009 - November 20, 2023
CROWN CAPITAL SECURITIES, L.P.·CRD# 6312
BD
Charlotte, NC
October 7, 2009 - November 20, 2023
CONSOLIDATED PORTFOLIO REVIEW CORP·CRD# 112694
RIA
Woodbury, NY
February 14, 2007 - October 2, 2009
IMPACTU.INVESTMENTS, LLC·CRD# 122696
BD
Waxhaw, NC
February 7, 2007 - October 2, 2009
SECURIAN FINANCIAL SERVICES, INC.·CRD# 15296
RIA
Charlotte, NC
April 10, 2001 - February 5, 2007
SECURIAN FINANCIAL SERVICES, INC.·CRD# 15296
BD
Charlotte, NC
February 8, 2001 - February 5, 2007

Similar Advisors

David Blair Thompson
David Blair Thompson

SPARTA WEALTH PARTNERS

CHARLOTTE, NC · CRD#
DM
David Perry Miller

ALLSTATE FINANCIAL SERVICES, LLC

CHARLOTTE, NC · CRD#
JS
John Walter Sanders Jr.

PORTUS WEALTH ADVISORS, LLC

CHARLOTTE, NC · CRD#
JW
Jessica Paige Williams

VANGUARD ADVISERS, INC.

CHARLOTTE, NC · CRD#

Current Firm

EW
EAGLE WEALTH MANAGEMENT GROUP INC.

EAGLE RETIREMENT PLANS | EAGLE WEALTH MANAGEMENT GROUP INC.

CRD#: 327052 / SEC#: 801-128270
RIA
Registered Investment Advisory firm - SEC (7/14/2023 Approved)

Contact Information

Main Address

28212 Kelly Johnson Parkway Suite 175, Valencia, CA 91355

Phone Number

(661) 257-9800

# of Employees

8

SEC notice filing (8 States and Territories)

Registered to provide investment advisory services in 8 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A - EAGLE WEALTH (4/22/2026)

Regulatory Assets Under Management

Total Number of Accounts

483

AUM (Assets Under Management)

$417,512,088

Similar Advisors

David Blair Thompson
David Blair Thompson

SPARTA WEALTH PARTNERS

CHARLOTTE, NC · CRD#
DM
David Perry Miller

ALLSTATE FINANCIAL SERVICES, LLC

CHARLOTTE, NC · CRD#
JS
John Walter Sanders Jr.

PORTUS WEALTH ADVISORS, LLC

CHARLOTTE, NC · CRD#
JW
Jessica Paige Williams

VANGUARD ADVISERS, INC.

CHARLOTTE, NC · CRD#

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.

1) Abiding Wealth Advisors LLC, Investment related, 10815 Sikes Place, Suite 320, Charlotte NC 28277, DBA for securities business, wealth management services, CEO/Owner, manage business operations, oversee marketing, controls,recruiting, managing insurance business, licensing, contracting, compliance, training programs, investment platforms, insurance contracts, accouting bookkeeping, Start date 10/01/19, 6-10 hours/monthly during non trading hours, 21-40 hours/monthly during trading hours. 2) NLWP LLC, Non Investment related, 10815 Sikes Place, Suite 320, Charlotte NC 28277, managing partner/100% Commercial office space, Owner,manage commerical properties affiliated with Abiding Wealth Advisors LLC. Start date 11/11/2012, 1-5 hrs/month during non trading hours, 1-5 hrs/month during trading hours. 3) KAZSource Inc, Non Investment related, DBA for Kazcm.com, content creation, podcasting, sports media, insurance brokerage, entrepreneurial projects. COO,20% Owner, manage operations, associates business strategist, business planning, financials of the firm, e sports sponsorship, podcast network and production, Start date 01/2014, 1-5 hours/month during non trading hours, 6-10 hours/monthly during trading hours. 4) Kazinsurance, Non Investment related, 10815 Sike Place Suite 320, Charlotte NC, 28277, Independent fixed insurance brokerage firm providing life, disability, long-term care,fixed annuity products to independent insurance agents through its affiliation with LifeMark. COO/CFO, manage back office business operations, Kazsource provides insurance products to Abiding Wealth Advisors, receieves comp from Kazins & Insurance Companies when FA's, Life, disability LTC Insurance, Start date 01/01/2014. 5) Chestnut FP Properties LLC, Non Investment related, Matthews NC, Office Building, Managing Member, I am responsible for managing all the accouting,taxes, annual filings, 50% Owner Start date 10/01/2016, 1-5 hrs/month during non trading hours, 1-5 hrs/month during trading hours. 6) Chestnut Family Practice PLLC, Non investment related, 1013 Chestnut Ln suite 110, Matthews, NC 28104, Family Practice, CFO, manage accounting, tax work, financial oversight of family practice. Start date 08/01/17, 1-5 hours/month during non trading and trading hours. 7) Gardner-Webb University Pace Board of Advisors, Non Investment related, 8030 Arrowrdige Blvd, Charlotte NC 28273. Education, past president, Advisory board member, promoting profesional development programs for Under Grads and Graduate Degree Programs. Start date 01/01/21. 1-5 hours/month during non trading and trading hours. 8) Eagle Wealth Management Group Inc, Investment related, 10815 Sikes Place Suite 320, Charlotte NC 28277, Registered Investment Advisory Firm, Investment Advisor Representative, fiduciary level retirement planning services, business advisory and investment management. Start date 10/30/2023, 1-5 hours during non trading hours, 21-40 hours during trading hours. 9) FRS Software, Non investment related, Monroe NC 28110, Background screening company, Board Member, strategic planning, software dev, data applications, develop projections, mentor new CEO, COO and potentiail assist in finding a new CFO, identify and develop new markets in the background screeing ind. 1-5 hr/mnth hrs.

Similar Advisors

David Blair Thompson
David Blair Thompson

SPARTA WEALTH PARTNERS

CHARLOTTE, NC · CRD#
DM
David Perry Miller

ALLSTATE FINANCIAL SERVICES, LLC

CHARLOTTE, NC · CRD#
JS
John Walter Sanders Jr.

PORTUS WEALTH ADVISORS, LLC

CHARLOTTE, NC · CRD#
JW
Jessica Paige Williams

VANGUARD ADVISERS, INC.

CHARLOTTE, NC · CRD#

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".
EW
EAGLE WEALTH MANAGEMENT GROUP INC.

EAGLE RETIREMENT PLANS | EAGLE WEALTH MANAGEMENT GROUP INC.

CRD#: 327052 / SEC#: 801-128270
RIA
Registered Investment Advisory firm - SEC (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.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
Georgia
(11/20/2023)
RR
Kentucky
(11/20/2023)
RR
New Jersey
(11/20/2023)
RR
New York
(11/20/2023)
IAR
North Carolina
(10/30/2023)
RR
North Carolina
(11/20/2023)
RR
Ohio
(11/20/2023)
RR
Pennsylvania
(11/20/2023)
RR
South Carolina
(11/20/2023)
RR
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

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed Feb 2001About the Series 66 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Feb 2001About the Series 7 exam

Series 24 — General Securities Principal Examination

Passed Aug 2007About the Series 24 exam
FINRA
SRO Registrations

Similar Advisors

David Blair Thompson
David Blair Thompson

SPARTA WEALTH PARTNERS

CHARLOTTE, NC · CRD#
DM
David Perry Miller

ALLSTATE FINANCIAL SERVICES, LLC

CHARLOTTE, NC · CRD#
JS
John Walter Sanders Jr.

PORTUS WEALTH ADVISORS, LLC

CHARLOTTE, NC · CRD#
JW
Jessica Paige Williams

VANGUARD ADVISERS, INC.

CHARLOTTE, NC · CRD#

CRS (Client Relationship Summary) - RIA

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

CRS (Customer Relationship Summary)

Similar Advisors

David Blair Thompson
David Blair Thompson

SPARTA WEALTH PARTNERS

CHARLOTTE, NC · CRD#
DM
David Perry Miller

ALLSTATE FINANCIAL SERVICES, LLC

CHARLOTTE, NC · CRD#
JS
John Walter Sanders Jr.

PORTUS WEALTH ADVISORS, LLC

CHARLOTTE, NC · CRD#
JW
Jessica Paige Williams

VANGUARD ADVISERS, INC.

CHARLOTTE, NC · CRD#
SS
Follow Shane
Get alerted to job moves, licensing changes, and new disclosures
Free — no card required