Unclaimed Profile

Shane M Cason

DAVENPORT & COMPANY LLC·RICHMOND, Virginia

SIE, Series 7, Series 66CFPClean record24 years registeredDAVENPORT & COMPANY LLC

ONE JAMES CENTER, RICHMOND, VA 23219CRD# 4500533Firm CRD# 1588

Profile Verification

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

Identity

Shane M Cason · RICHMOND, VA

Registration

CRD #4500533 · DAVENPORT & COMPANY LLC · 24 years registered

Brand Profile

Not yet started

Career History

DAVENPORT & COMPANY LLC

Mar 2017 – present

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

May 2002 – Mar 2017

RICHMOND, VA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · May 7, 2002

Years registered · 24

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

DAVENPORT & COMPANY LLC

CRD 1588 · SEC 801-13057

AUM

$19.3B

Regulatory assets under management

Employees

494

20,878 client accounts

Services offered by DAVENPORT & COMPANY LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Portfolio management (pooled investments)

Pension consulting

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

Pension & Retirement Plans

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at DAVENPORT & COMPANY LLC →

Introduction

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Frequently Asked Questions

What services does Shane M Cason offer?

Shane M Cason specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in RICHMOND, Virginia for a consultation.

What are Shane M Cason's credentials?

Shane M Cason holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Shane M Cason located?

Shane M Cason is based in RICHMOND, Virginia, working with DAVENPORT & COMPANY LLC. Their office serves clients in the RICHMOND metropolitan area and surrounding communities.

How does Shane M Cason charge for services?

Shane M Cason's firm is compensated through percentage of aum, hourly charges, subscription fees, commissions, performance-based fees, other: 12b-1 fees and/or shareholder servicing fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is DAVENPORT & COMPANY LLC?

DAVENPORT & COMPANY LLC has approximately 494 employees and manages $19.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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