Shane B. Loughran

Some features on this profile are disabled

CRD#: 4494943

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Shane Brendan Loughran, who also goes by Shane Brendan Loughran, Shane Loughran, was a registered financial professional .

Shane is a previously registered financial professional and started their career in finance in 2002. Shane had worked at 10 firms and has passed the Series 66, Series 63, SIE, Series 31 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Shane Brendan Loughran | Shane Loughran

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) Edgewater Ventures 1 LLC, Is Investment Related, 1 North Bridge Plaza Fort Lee, NJ 07024, Venture Capital Fund, Consultant, N/A, N/A, 0 hrs/month, none during trading, Sales and consulting.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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

Past

December 7, 2022 - September 12, 2023

REVERE WEALTH MANAGEMENT LLC

RIA

CRD#: 170560

NEW YORK, NY

Past

June 20, 2021 - December 8, 2022

THE HAJDARI GROUP, LLC

RIA

CRD#: 289331

STATEN ISLAND, NY

Past

October 19, 2012 - March 19, 2019

J.P. MORGAN SECURITIES LLC

RIA

CRD#: 79

NEW YORK, NY

Past

October 19, 2012 - March 19, 2019

J.P. MORGAN SECURITIES LLC

CRD#: 79

NEW YORK, NY

Past

December 10, 2010 - June 20, 2012

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

NEW YORK, NY

Past

December 10, 2010 - June 20, 2012

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

NEW YORK, NY

Past

August 27, 2010 - October 26, 2010

HUDSON SECURITIES,INC.

CRD#: 10467

JERSEY CITY, NJ

Past

May 5, 2009 - December 31, 2009

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

PARAMUS, NJ

Past

May 5, 2009 - December 31, 2009

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

PARAMUS, NJ

Past

October 3, 2008 - March 19, 2009

BANC OF AMERICA INVESTMENT SERVICES, INC.

RIA

CRD#: 16361

GLEN ROCK, NJ

Past

October 3, 2008 - March 19, 2009

BANC OF AMERICA INVESTMENT SERVICES, INC.

CRD#: 16361

GLEN ROCK, NJ

Past

January 2, 2004 - September 19, 2008

CHASE INVESTMENT SERVICES CORP.

RIA

CRD#: 25574

NEW YORK, NY

Past

January 2, 2004 - September 19, 2008

CHASE INVESTMENT SERVICES CORP.

CRD#: 25574

NEW YORK, NY

Past

August 2, 2002 - November 13, 2003

MORGAN STANLEY DW INC.

RIA

CRD#: 7556

RIDGEWOOD, NJ

Past

June 4, 2002 - November 13, 2003

MORGAN STANLEY DW INC.

CRD#: 7556

PURCHASE, NY

Past

January 25, 2002 - May 14, 2002

OPPENHEIMER & CO. INC.

CRD#: 249

NEW YORK, NY

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".

REVERE WEALTH MANAGEMENT LLC

CRD#: 170560 / SEC#: 801-110372

RIA

Registered Investment Advisory firm - (4/21/2017 Approved)

New York

Registered Investment Advisory firm - (6/27/2017 Terminated)

Ohio

Registered Investment Advisory firm - (6/28/2017 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

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

Visual representation of state registrations

This advisor is not registered in any state.

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.

Exams

State Security Law Exam

IAR

Series 66

Date: 8/1/2002

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 2/19/2002

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 31

Date: 9/30/2002

Futures Managed Funds Examination

General Industry/Product Exam

Series 7

Date: 1/24/2002

General Securities Representative Examination

Current Firm

REVERE WEALTH MANAGEMENT LLC

CRD#: 170560 / SEC#: 801-110372

RIA

Registered Investment Advisory firm - (4/21/2017 Approved)

New York

Registered Investment Advisory firm - (6/27/2017 Terminated)

Ohio

Registered Investment Advisory firm - (6/28/2017 Terminated)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

560 Lexington Avenue 16th Floor, Suite B, New York, NY 10022

Mailing Address

Phone number

(212) 688-2350

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (7 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

REVERE WEATH MANAGEMENT LLC PART II BROCHURE - MARCH 31, 2025 (4/2/2025)

Regulatory assets under management

Total Number of Accounts	101
AUM (Assets Under Management)	$ 76,783,492

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.

Similar Advisors

Stephen Zahka

EDWARD JONES

IAR

Marlborough, MA

Frank Moore

UBS FINANCIAL SERVICES INC.

IAR

Greenwich, CT

Marshall Rosen

OSAIC WEALTH, INC.

IAR

Fort Lauderdale, FL

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Shane B. Loughran

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

THE HAJDARI GROUP, LLC

J.P. MORGAN SECURITIES LLC

J.P. MORGAN SECURITIES LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

HUDSON SECURITIES,INC.

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

BANC OF AMERICA INVESTMENT SERVICES, INC.

BANC OF AMERICA INVESTMENT SERVICES, INC.

CHASE INVESTMENT SERVICES CORP.

CHASE INVESTMENT SERVICES CORP.

MORGAN STANLEY DW INC.

MORGAN STANLEY DW INC.

OPPENHEIMER & CO. INC.

Primary Firm SEC Registration

REVERE WEALTH MANAGEMENT LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 8/1/2002

Series 63

Date: 2/19/2002

SIE

Date: 10/1/2018

Series 31

Date: 9/30/2002

Series 7

Date: 1/24/2002

Current Firm

REVERE WEALTH MANAGEMENT LLC

Contact information

SEC notice filing (7 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

REVERE WEALTH MANAGEMENT LLC

TRUST BUT VERIFY

Similar Advisors