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Shane William Cavanaugh

Sc & h Wealth

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About Shane William Cavanaugh

Shane Cavanaugh is an investment advisor representative with Sc&h Wealth. Shane has been in the financial services industry for over 7 years. Shane is registered with the states of Maryland and Virginia. Shane holds the Series 66, 7TO, SIE, and Series 7 licenses. Shane is a financial advisor with a focus on providing financial planning and portfolio management services to both individuals and businesses. Shane has a strong track record of success in helping clients achieve their financial goals.

Firm Information

Shane Cavanaugh is currently registered with Sc & h Wealth. Sc&h Wealth is an investment advisory firm located in SPARKS, MD, United States. With a team of 8 licensed agents and 19 investment adviser representatives, they manage approximately $908,923,478 in assets for 1,760 clients. Their services include financial planning, portfolio management for individuals, and selection of other advisers. Sc&h Wealth primarily serves high-net-worth individuals and individuals other than high-net-worth.
Sc & h Wealth

910 RIDGEBROOK ROAD

SPARKS, MD 21152-9390

$908.92M

Assets Under Management

34

Total Clients

19

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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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.

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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commissions

Earned based on transactions or products sold.

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percentage of assets

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

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Shane Cavanaugh’s Registration & Firm History

MD

02/01/2022 - Present

Sc&h Wealth (SPARKS MD)

MD

08/03/2017 - 02/03/2022

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ANNAPOLIS MD)

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Licenses & Designations

BOTH

Issued 09/01/2017

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/25/2024

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/03/2017

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Shane William Cavanaugh.
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