Steven Samuel Shaneyfelt
Investment adviser representative at Cambridge Investment Research Advisors, Inc.
14 yearsExperience
2 statesRegistered in
$138.7BFirm assets
21 yearsFirm in business
Are you Steven Samuel Shaneyfelt? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissionsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Market timing
- Seminars and workshops
Experience
14 years in the industry.
- Cambridge Investment Research Advisors, Inc.May 2025 to now
- UnemployedDec 2024 to Apr 2025
- Nc GopJun 2024 to Nov 2024
- UnemployedSep 2023 to May 2024
- Union County GovernmentJun 2023 to Aug 2023
- UnemployedOct 2022 to May 2023
- Nc GopSep 2021 to Sep 2022
- UnemployedMar 2021 to Aug 2021
- Nc GopDec 2019 to Feb 2021
- Mark Harris CampaignJan 2018 to Oct 2018
- Pfs Investments Inc.Jan 2017 to Feb 2017
- Primerica Financial ServicesAug 2016 to Feb 2017
- Jaars IncMay 2012 to Jan 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2017
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 2 states (NC, SC).
Cambridge Investment Research Advisors, Inc.
$138.7BAssets managed
361,213Clients
3,884Advisers
21 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
- 6736495
- Firm CRD
- 134139