Zane Keegan Shelley
Investment adviser representative at Charles Schwab & Co., Inc.
2 yearsExperience
2 statesRegistered in
$0Firm assets
39 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Fixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
Experience
2 years in the industry.
- Charles Schwab & Co., Inc.Oct 2016 to now
- 1st Global Advisors, Inc.May 2016 to Nov 2016
- 1st Global Capital Corp.May 2016 to Nov 2016
- Davis-monk Financial GroupOct 2015 to Nov 2016
- First Magnitude Brewing IncAug 2014 to Mar 2020
Exams passed
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 2 states (FL, TX).
Charles Schwab & Co., Inc.
$0Assets managed
0Clients
6,777Advisers
39 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
- 6567842
- Firm CRD
- 5393