Ryan Shane has been an investment adviser representative at Nest Investments since April 2021, and is not listed among the firm’s executive officers or direct owners. Ryan Shane holds a BS from West Chester University.
Nest Investments LLC is a Conshohocken, PA firm with $132M under management, 2,832 clients and 9 advisers in one office, as of its August 2026 filing.
Ryan Shane is Investment Advisor of Nest Investments LLC, based in Conshohocken, PA, a role held since March 2021. He has also been a Registered Representative of Nest Investments BD LLC since March 2021 and a Representative of Nest Insurance LLC since September 2022. From January 2018 to March 2021 he was a high-net-worth asset transfer representative and full trader at The Vanguard Group, Inc.
Investment adviser representative registrations
Ryan Shane is registered as an investment adviser representative in 2 states. The first approvals date from April 2021; the most recent is New Jersey, in May 2021.
- New JerseySince 3 May 2021
- PennsylvaniaSince 30 April 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 30 April 2021 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 63 | Uniform Securities Agent State Law Examination | 8 March 2018 |
| Series 7 | General Securities Representative Examination | 1 March 2018 |
- Name
- Uniform Combined State Law Examination
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Ryan Thomas Shane
- CRD
- 6342977
- Firm
- Nest Investments · CRD 286024
- Office
- 20 ASH STREET, SUITE 300, Conshohocken, PA 19428
- Registration
- Investment adviser and broker registrations
- In the industry since
- February 2018
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- hellonestegg.com
Where does Ryan Shane work?
Ryan Shane is an investment adviser representative registered through Nest Investments LLC since April 2021, and is not listed among the firm’s executive officers or direct owners.
Is Ryan Shane a financial advisor?
Yes. Ryan Shane has a current investment-adviser registration in New Jersey and Pennsylvania, through Nest Investments since April 2021.
How many years of experience does Ryan Shane have?
Ryan Shane has 8 years in the financial industry, since February 2018, across 1 adviser firm.
What exams has Ryan Shane passed?
Ryan Shane has passed 3 licensing exams: the Series 7, Series 63 and Series 66. The earliest, the Series 7, was passed in March 2018. FINRA credited Ryan Shane with the SIE, which began in October 2018.
Where is Ryan Shane based?
Ryan Shane’s registered office is in Conshohocken, PA.
Is Ryan Shane registered with FINRA?
Yes. Ryan Shane has a current broker registration, under CRD 6342977.
Source: FINRA BrokerCheck
How can I verify Ryan Shane’s record?
Search CRD 6342977 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Ryan Shane’s full registration record.