SD
Shane D. Dir
HIDDEN COVE WEALTH MANAGEMENT
Bainbridge Island, WA 98110
Some features on this profile are disabled
CRD#: 5167781
SD
Professional summary
Shane Dale Dir, AIF®, who also goes by Shane D Dir, is a registered financial advisor currently at HIDDEN COVE WEALTH MANAGEMENT located in Bainbridge Island, Washington.
Shane is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Shane has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Shane D Dir
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) NAME OF BUSINESS: ONE STRATEGIC CAPITAL, INC.; INVESTMENT RELATED: YES; ADDRESS: 249 WINSLOW WAY EAST, SUITE 100, BAINBRIDGE ISLAND, WA 98110; NATURE OF BUSINESS: INSURANCE AGENCY; POSITION: CEO, OWNER, INSURANCE AGENT; START DATE: 6/1/2006; NUMBER OF HOURS/MONTH: 30; NUMBER OF HOURS/MONTH DURING TRADING HOURS: 6.5; MANAGE STAFF, OPERATIONS, SALE OF INSURANCE PRODUCTS. 2) NAME OF BUSINESS: DALE B. DIR FAMILY TRUST; INVESTMENT RELATED: NO; 1101 SEVENTH CT, FOX ISLAND, WA 98333; NATURE OF BUSINESS: LIVING TRUST; POSITION: CO-TRUSTEE OF FAMILY TRUST; START DATE: 12/5/2018; NUMBER OF HOURS/MONTH: 1; NUMBER OF HOURS/MONTH DURING TRADING HOURS: 1; SERVE AS CO-TRUSTEE FOR FATHER'S LIVING TRUST. 3) NAME OF BUSINESS: GREEN PASTURES AG, LLC; INVESTMENT RELATED: NO; P.O. BOX 10447, BAINBRIDGE ISLAND, WA 98110; NATURE OF BUSINESS; INVESTOR FOR PARENTS' PERSONAL ASSETS; POSITION: SECRETARY/TREASURER;START DATE: 10/1/2019; NUMBER OF HOURS/MONTH: 1; NUMBER OF HOURS/MONTH DURING TRADING HOURS: 1; SECRETARY/TREASURER.
CRS (Client Relationship Summary) - RIA
Click below to view Shane Dale Dir's 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®
Experience
Current
March 25, 2022 - Present
HIDDEN COVE WEALTH MANAGEMENT
Office #1: 249 Winslow Way East Suite 100, Bainbridge Island, WA 98110RIA
CRD#: 318677
Bainbridge Island, WA
Past
June 3, 2019 - May 27, 2020
TRIAD ADVISORS LLC
BD
CRD#: 25803
Bainbridge Island, WA
Past
May 31, 2019 - May 4, 2022
ONEDIGITAL
RIA
CRD#: 106766
Bainbridge Island, WA
Past
July 19, 2006 - June 4, 2019
HORNOR, TOWNSEND & KENT, LLC
RIA
CRD#: 4031
BAINBRIDGE ISLAND, WA
Past
June 22, 2006 - June 4, 2019
HORNOR, TOWNSEND & KENT, LLC
BD
CRD#: 4031
BAINBRIDGE ISLAND, WA
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".
HC
HIDDEN COVE WEALTH MANAGEMENT
HIDDEN COVE WEALTH MANAGEMENT | HIDDEN COVE WEALTH MANAGEMENT, LLC
CRD#: 318677 / SEC#: 801-123527
RIA
Registered Investment Advisory firm - (3/25/2022 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.Highlighted states indicate IAR registrations
IAR
Texas(3/25/2022)
IAR
Washington(3/25/2022)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
HC
HIDDEN COVE WEALTH MANAGEMENT
HIDDEN COVE WEALTH MANAGEMENT | HIDDEN COVE WEALTH MANAGEMENT, LLC
CRD#: 318677 / SEC#: 801-123527
RIA
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Contact information
Main Address
249 Winslow Way East Suite 100, Bainbridge Island, WA 98110
Mailing Address
Phone number
(206) 397-4890
Established
Firm type
Fiscal year end
# of Employees
7
SEC notice filing (7 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 949 |
| AUM (Assets Under Management) | $ 335,173,048 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
