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Shane Dee Pendley

5TH STREET ADVISORS, LLC·SOUTHPORT, Connecticut
Unclaimed Profile
107 JOHN STREET, SOUTHPORT, CT 06890CRD# 6634776Firm CRD# 140165
01

About

Shane Dee Pendley is a registered financial advisor based in SOUTHPORT, Connecticut, affiliated with 5TH STREET ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
5TH STREET ADVISORS, LLC
5TH STREET ADVISORS, LLC
AUM
$463M
Regulatory assets under management
Employees
8
Total firm employees
View all advisors at 5TH STREET ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 6634776
Firm CRD# 140165
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Shane Dee Pendley offer?
Shane Dee Pendley specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SOUTHPORT, Connecticut for a consultation.
What are Shane Dee Pendley's credentials?
Shane Dee Pendley is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Shane Dee Pendley located?
Shane Dee Pendley is based in SOUTHPORT, Connecticut, working with 5TH STREET ADVISORS, LLC. Their office serves clients in the SOUTHPORT metropolitan area and surrounding communities.
How does Shane Dee Pendley charge for services?
Shane Dee Pendley's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is 5TH STREET ADVISORS, LLC?
5TH STREET ADVISORS, LLC has approximately 8 employees and manages $463M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in SOUTHPORT
Cesar Gonzalez Manent — 5TH STREET ADVISORS, LLCAbelardo Santiago Curdumi — 5TH STREET ADVISORS, LLCCraig Rosmarin — LAWTON PARK CAPITAL MANAGEMENT, LPDavid B. Murphy — SAUGATUCK ENERGY, LLCThomas Kenneth Morgan — EDGEWOOD CAPITAL ADVISORS, LLC
Nearby cities in Connecticut
GREENWICH (1150)STAMFORD (1131)WESTPORT (338)HARTFORD (225)DARIEN (222)
City Guides
GREENWICH GuideSTAMFORD GuideWESTPORT GuideHARTFORD GuideDARIEN Guide
Research
Advisor Fees in ConnecticutNational Fee Analysis
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