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Kevin William Mcshane

Steward Partners Investment Advisory, LLC

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About Kevin William Mcshane

Kevin William McShane is an Investment Advisor Representative and a Registered Representative with Steward Partners Investment Advisory, LLC. Kevin has been in the industry since January 13, 2016, and is registered in 14 states. Kevin is a Series 66, Series 7, and SIE licensed individual. He is also a registered investment advisor in Oregon and Texas. Kevin has experience working with individuals, high net worth individuals, corporations or other businesses, charitable organizations, pension and profit sharing plans, and banking or thrift institutions. Kevin’s firm, Steward Partners Investment Advisory, LLC, is based in New York, NY and has a branch office in Lake Oswego, OR.

Firm Information

Kevin Mcshane is currently registered with Steward Partners Investment Advisory, LLC. Steward Partners Investment Advisory, LLC is an investment advisor with 354 registered representatives and 254 licensed agents. The firm has a total of 45203 accounts under management with assets totaling $20,433,200,577. Steward Partners Investment Advisory, LLC provides financial planning, pension consulting, selection of other advisors, and portfolio management for individuals. The firm also offers other advisory services including financial consulting. They serve a variety of client types including charitable organizations, corporations or other businesses, high-net-worth individuals, individuals other than high-net-worth, pension and profit sharing plans, and state or municipal government entities.
Steward Partners Investment Advisory, LLC

4949 MEADOWS ROAD

LAKE OSWEGO, OR 97035

$20.43B

Assets Under Management

21,758

Total Clients

356

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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financial consulting

Financial consulting

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Kevin Mcshane’s Registration & Firm History

OR

08/13/2024 - Present

Steward Partners Investment Advisory, LLC (LAKE OSWEGO OR)

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Licenses & Designations

BOTH

Issued 7/19/2016

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/1/2018

SIE - Securities Industry Essentials Examination

BC

Issued 1/14/2016

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kevin William Mcshane.
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