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Richard Moody Shaner

ETF Architect

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About Richard Moody Shaner

Richard Moody Shaner is a financial advisor at ETF Architect. Richard is registered with the state of Pennsylvania. Richard has 1 product exam, the Series 3, which was passed on 11/15/2023. Richard has experience with financial advising at several firms, including RS Partners LLC, Marketing Genius LLC, and Alpha Architect LLC. Richard's current firm, ETF Architect, is a financial advisor firm with a focus on investment companies and corporations and businesses, as well as high net worth individuals. The firm provides advisory services focused on portfolio management for both businesses and investment companies and offers other services related to ETF servicing.

Firm Information

Richard Shaner is currently registered with ETF Architect. ETF Architect is a registered investment advisor based in Havertown, PA. The firm provides portfolio management for investment companies and businesses, specializing in ETF servicing. With a team of 7 investment adviser representatives and 4 adviser representatives for other investment advisers, ETF Architect manages approximately $9.16 billion in regulatory assets. The firm serves a diverse clientele, including investment companies, high-net-worth individuals, corporations, and other businesses.
ETF Architect

19 EAST EAGLE ROAD

HAVERTOWN, PA 19083

$9.16B

Assets Under Management

Not reported

Total Clients

4

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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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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etf servicing

Etf servicing

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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Richard Shaner’s Registration & Firm History

PA

11/17/2023 - Present

ETF Architect (HAVERTOWN PA)

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Licenses & Designations

BC

Issued 11/15/2023

Series 3 - National Commodity Futures Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Richard Moody Shaner.
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