Shane Patrick Smith
Investment adviser representative at Independence Square Holdings, LLC
16 yearsExperience
2 statesRegistered in
ChFC®, CFP® certificationDesignations
$1.8BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlySubscriptionFixed or flat feeCommissionsPerformance-basedOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
16 years in the industry.
- Independence Square Holdings, LLCAug 2019 to now
- LPL Financial LLCOct 2010 to now
- Private Advisor Group, LLCJun 2012 to Jan 2020
Designations
- ChFC®
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2004
- Series 66 · Uniform Combined State Law2008
State registrations
Registered as an investment adviser representative in 2 states (FL, PA).
Independence Square Holdings, LLC
$1.8BAssets managed
2,648Clients
40Advisers
7 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4732333
- Firm CRD
- 300139