Shane Edmond
Investment adviser representative at Dow Family Office Advisory, LLC
13 yearsExperience
1 stateRegistered in
CFADesignation
$0Firm 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
13 years in the industry.
- Dow Family Office Advisory, LLCApr 2026 to now
- Dow Software, LLCSep 2019 to now
- Bolton Global CapitalMay 2019 to now
- Bolton Global Asset ManagementOct 2018 to now
- Boston ScientificMay 2017 to Oct 2018
- Smeraldina CorporationJan 2017 to May 2017
- Pepsi Beverages CompanyMay 2013 to Jan 2017
Designations
- CFA
Exams passed
- Series 65 · Uniform Investment Adviser Law2018
- Series 63 · Uniform Securities Agent State Law2019
State registrations
Registered as an investment adviser representative in 1 state (NJ).
Dow Family Office Advisory, LLC
$0Assets managed
0Clients
7Advisers
Under 1 yearIn 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
- 7032954
- Firm CRD
- 340475