Shannon Rowan has been President of Burke & Herbert Wealth Services since September 2025, is a control person of the firm and directly owns under 5% of it.
Burke & Herbert Wealth Services, LLC is an Alexandria, VA firm with $156M under management, 237 clients and 2 advisers across 3 offices, as of its April 2026 filing.
Shannon Rowan’s longest registration was 15 years at Chevy Chase Financial Services (1994–2010).
- LPL Financial LLCAlso current– present · 14 yearsAdviser representative · Firm CRD 6413
- Capital One Financial Advisors LLC– · 1 yearMelville, NY · Adviser representative · Firm CRD 127236
- Chevy Chase Financial Services– · 15 yearsBethesda, MD · Adviser representative · Firm CRD 14894
Investment adviser representative registrations
Shannon Rowan is registered as an investment adviser representative in Virginia, since July 2012.
- VirginiaSince 11 July 2012
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 26 September 1994 |
| Series 24 | General Securities Principal Examination | 21 December 1993 |
| Series 7 | General Securities Representative Examination | 10 February 1990 |
| Series 63 | Uniform Securities Agent State Law Examination | 7 December 1987 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 30 October 1987 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- General Securities Principal Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Shannon Barrow Rowan
- CRD
- 1752276
- Firm
- Burke & Herbert Wealth Services · CRD 340285
- Role
- President
- Registration
- Investment adviser and broker registrations
- In the industry since
- September 1989
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does Shannon Rowan work?
Shannon Rowan has been President of Burke & Herbert Wealth Services, LLC since September 2025, and is a control person of the firm.
Is Shannon Rowan a financial advisor?
Yes. Shannon Rowan has a current investment-adviser registration in Virginia.
How many years of experience does Shannon Rowan have?
Shannon Rowan has 37 years in the financial industry, since September 1989, across 3 adviser firms.
What exams has Shannon Rowan passed?
Shannon Rowan has passed 5 licensing exams: the Series 6, Series 63, Series 7, Series 24 and Series 65. The earliest, the Series 6, was passed in October 1987. FINRA credited Shannon Rowan with the SIE, which began in October 2018.
Where was Shannon Rowan previously registered as an investment adviser?
Shannon Rowan has past investment-adviser registrations through Capital One Financial Advisors LLC, April 2010 to July 2011; Chevy Chase Financial Services, June 1994 to May 2010, across 3 firms.
Is Shannon Rowan registered with FINRA?
Yes. Shannon Rowan has a current broker registration, under CRD 1752276.
Source: FINRA BrokerCheck
How can I verify Shannon Rowan’s record?
Search CRD 1752276 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Shannon Rowan’s full registration record.