Shane Snively has been an investment adviser representative at Eagle Wealth Management Group since October 2023, and is not listed among the firm’s executive officers or direct owners. Shane Snively holds a Dual MBA in Business Administration and Management from Webster University, a BA in Sociology from Fayetteville State University and an AA in General Studies from The Ohio State University.
Eagle Wealth Management Group Inc. is a Valencia, CA firm with $418M under management, 480 clients and 5 advisers across 3 offices, as of its April 2026 filing.
Shane Snively is Managing Partner of Abiding Wealth Advisors, based in Charlotte, North Carolina. As Principal and Managing Partner he is responsible for hiring, training and managing the firm's associates and running its Charlotte headquarters, and he manages day-to-day business operations. His practice assists business owners with needs from group retirement planning to business succession and exit planning.
Shane Snively’s longest registration was 14 years at Crown Capital Securities, L.P. (2009–2023). Before joining Eagle Wealth Management Group in 2023, Shane Snively was registered through Crown Capital Securities, L.P. and Consolidated Portfolio Review Corp.
- – present · 2 yearsCharlotte, NC · Adviser representative · Firm CRD 327052
- Crown Capital Securities, L.P.– · 14 yearsCharlotte, NC · Adviser representative · Firm CRD 6312
- Consolidated Portfolio Review Corp– · 2 yearsWoodbury, NY · Adviser representative · Firm CRD 112694
- Securian Financial Services, Inc.– · 5 yearsCharlotte, NC · Adviser representative · Firm CRD 15296
Professional designations
Listed by Eagle Wealth Management Group
- Registered Financial Consultant (RFC®)
Investment adviser representative registrations
Shane Snively is registered as an investment adviser representative in North Carolina, since October 2023.
- North CarolinaSince 30 October 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 24 | General Securities Principal Examination | 2 August 2007 |
| Series 66 | Uniform Combined State Law Examination | 14 February 2001 |
| Series 7 | General Securities Representative Examination | 5 February 2001 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Principal Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Shane Patrick Snively
- CRD
- 4326919
- Firm
- Eagle Wealth Management Group · CRD 327052
- Office
- 10815 Sikes Place, Suite #320, Charlotte, NC 28277
- Registration
- Investment adviser and broker registrations
- In the industry since
- February 2001
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- abidingwealthadvisors.com
Where does Shane Snively work?
Shane Snively is an investment adviser representative registered through Eagle Wealth Management Group Inc. since October 2023, and is not listed among the firm’s executive officers or direct owners.
Is Shane Snively a financial advisor?
Yes. Shane Snively has a current investment-adviser registration in North Carolina, through Eagle Wealth Management Group since October 2023.
How many years of experience does Shane Snively have?
Shane Snively has 25 years in the financial industry, since February 2001, across 4 adviser firms.
What exams has Shane Snively passed?
Shane Snively has passed 3 licensing exams: the Series 7, Series 66 and Series 24. The earliest, the Series 7, was passed in February 2001. FINRA credited Shane Snively with the SIE, which began in October 2018.
Where did Shane Snively work before Eagle Wealth Management Group?
Before Eagle Wealth Management Group, Shane Snively was registered through Consolidated Portfolio Review Corp, February 2007 to October 2009; Securian Financial Services, Inc., April 2001 to February 2007.
Where is Shane Snively based?
Shane Snively’s registered office is in Charlotte, NC.
Is Shane Snively registered with FINRA?
Yes. Shane Snively has a current broker registration, under CRD 4326919.
Source: FINRA BrokerCheck
How can I verify Shane Snively’s record?
Search CRD 4326919 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Shane Snively’s full registration record.