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William Christopher Mcshane

Steward Partners Investment Advisory, LLC

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About William Christopher Mcshane

William Mcshane is an investment advisor representative at Steward Partners Investment Advisory, LLC. William has been in the industry since March 21, 1983, working at firms like Morgan Stanley Smith Barney, Citigroup Global Markets Inc., and Morgan Stanley DW Inc. William holds both Series 63 and 65 licenses and is licensed to offer investment advisory services in Oregon and Texas. William is a registered representative of Steward Partners Investment Advisory, LLC and is licensed to offer securities in Arizona, California, Florida, Idaho, Maine, Missouri, Montana, Nevada, New Hampshire, Oregon, Texas, and Washington. William specializes in providing financial consulting, financial planning, and pension consulting services. William also provides portfolio management for individuals.

Firm Information

William 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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William Mcshane’s Registration & Firm History

OR

05/02/2023 - Present

Steward Partners Investment Advisory, LLC (LAKE OSWEGO OR)

OR

06/01/2009 - 06/22/2009

MORGAN STANLEY SMITH BARNEY (PORTLAND OR)

OR

08/19/2005 - 06/01/2009

CITIGROUP GLOBAL MARKETS INC. (PORTLAND OR)

NY

03/22/1983 - 08/23/2005

MORGAN STANLEY DW INC. (PURCHASE NY)

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Licenses & Designations

IA

Issued 6/14/1993

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 3/28/1983

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/1/2018

SIE - Securities Industry Essentials Examination

BC

Issued 3/19/1983

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for William Christopher Mcshane. Review regulatory record here.
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