Shane Patrick Dennehy

Shane P. Dennehy

CAYDEN WEALTH MANAGEMENT
Broomfield, CO 80021
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CRD#: 5900768
Shane Patrick Dennehy

Professional summary


Shane Patrick Dennehy, CFP®, who also goes by Shane Dennehy, is a registered financial advisor currently at CAYDEN WEALTH MANAGEMENT located in Broomfield, Colorado.

Shane is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Shane has worked at 2 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Shane Dennehy

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.

CRS (Client Relationship Summary) - RIA


Click below to view Shane Patrick Dennehy'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®
CFP®

Experience


Current

May 24, 2019 - Present

CAYDEN WEALTH MANAGEMENT

Office #1: 8181 Arista Place Suite 100, Broomfield, CO 80021
RIA
CRD#: 301535
Broomfield, CO
Past

December 14, 2015 - December 13, 2018

CHARLES SCHWAB & CO., INC.

RIA
CRD#: 5393
BOULDER, CO
Past

March 17, 2014 - December 13, 2018

CHARLES SCHWAB & CO., INC.

BD
CRD#: 5393
BOULDER, CO

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
Colorado
(5/24/2019)
IAR
Florida
(5/29/2025)
IAR
Nebraska
(6/25/2020)
IAR
North Carolina
(11/25/2020)
IAR
Texas
(6/30/2020)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 12/14/2015
Uniform Combined State Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


CW
CAYDEN WEALTH MANAGEMENT
5280 WEALTH MANAGEMENT | CAYDEN WEALTH MANAGEMENT | 5280 WEALTH MANAGEMENT LLC

CRD#: 301535 / SEC#:

Colorado
Registered Investment Advisory firm - (5/24/2019 Approved)
Florida
Registered Investment Advisory firm - (5/29/2025 Approved)
Nebraska
Registered Investment Advisory firm - (6/25/2020 Approved)
North Carolina
Registered Investment Advisory firm - (11/18/2020 Approved)
Texas
Registered Investment Advisory firm - (6/24/2020 Conditional Restricted)
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Contact information


Main Address
8181 Arista Place Suite 100, Broomfield, CO 80021
Mailing Address
Phone number
(720) 520-0826
Established
Firm type
Fiscal year end
# of Employees
3

Regulatory assets under management


Total Number of Accounts338
AUM (Assets Under Management)$ 21,776,700

Red Flags


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Company Information


CAYDEN WEALTH MANAGEMENT

CRD#: 301535Broomfield, CO 80021

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