Shane Patrick Mcvan
Investment adviser representative at Osaic Wealth, Inc.
13 yearsExperience
1 stateRegistered in
$234.9BFirm assets
29 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.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
13 years in the industry.
- Osaic Wealth, Inc.Aug 2024 to now
- OsaicJun 2024 to now
- Creative Financial NetworkNov 2023 to now
- Trinity Wealth Securities, LLCAug 2023 to Nov 2023
- Florida Financial AdvisorsMay 2023 to Nov 2023
- Post-gradJan 2023 to Apr 2023
- Kimley-horn and Associates Inc.Aug 2021 to Feb 2022
- Florida State UniversityJun 2018 to Dec 2022
- Blue MartiniMay 2017 to Jun 2018
- Dreyfoos School of the ArtsJan 2013 to May 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (FL).
Osaic Wealth, Inc.
$234.9BAssets managed
575,512Clients
7,792Advisers
29 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
- 7747945
- Firm CRD
- 23131