Unclaimed Profile

Shane Dee Pendley

5TH STREET ADVISORS, LLC·SOUTHPORT, Connecticut

Clean record5TH STREET ADVISORS, LLC

107 JOHN STREET, SOUTHPORT, CT 06890CRD# 6634776Firm CRD# 140165

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Shane Dee Pendley · SOUTHPORT, CT

Registration

CRD #6634776 · 5TH STREET ADVISORS, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

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.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

5TH STREET ADVISORS, LLC

AUM

$463M

Regulatory assets under management

Employees

Total firm employees

View all advisors at 5TH STREET ADVISORS, LLC →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Other

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 6634776

Firm CRD# 140165

View on FINRA BrokerCheck →

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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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