Niall Brennan Shaffery
Investment adviser representative at Vance Wealth
16 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$893.6MFirm 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 assetsHourlyFixed or flat feeOther
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.
- Vance Wealth, Inc.Feb 2021 to now
- UnemployedJan 2021 to Feb 2021
- Vance Wealth, Inc.Jun 2020 to Jul 2020
- Vance Wealth, Inc.May 2019 to Jul 2019
- Bank of America Merrill LynchMay 2018 to Jul 2018
- Poole & Shaffery LLPJun 2017 to Jul 2017
- EducationSep 2010 to Dec 2020
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2021
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 1 state (CA).
Vance Wealth
Legal name: Vance Wealth, LLC
$893.6MAssets managed
428Clients
13Advisers
6 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
- 6962112
- Firm CRD
- 310162