Unclaimed Profile

Shane Dale Dir

HIDDEN COVE WEALTH MANAGEMENT, LLC·BAINBRIDGE ISLAND, Washington

SIE, Series 7, Series 66Clean record20 years registeredHIDDEN COVE WEALTH MANAGEMENT, LLC

249 WINSLOW WAY EAST, BAINBRIDGE ISLAND, WA 98110CRD# 5167781Firm CRD# 318677

Profile Verification

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

Identity

Shane Dale Dir · BAINBRIDGE ISLAND, WA

Registration

CRD #5167781 · HIDDEN COVE WEALTH MANAGEMENT, LLC · 20 years registered

Brand Profile

Not yet started

Career History

HIDDEN COVE WEALTH MANAGEMENT

Mar 2022 – present

ONEDIGITAL INVESTMENT ADVISORS

May 2019 – May 2022

Bainbridge Island, WA

HORNOR, TOWNSEND & KENT, LLC

Jul 2006 – Jun 2019

BAINBRIDGE ISLAND, WA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · July 19, 2006

Years registered · 20

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

HIDDEN COVE WEALTH MANAGEMENT, LLC

CRD 318677 · SEC 801-123527

AUM

$253M

Regulatory assets under management

Employees

839 client accounts

Services offered by HIDDEN COVE WEALTH MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at HIDDEN COVE WEALTH MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Shane Dale Dir offer?

Shane Dale Dir specializes in Financial Planning, Investment Management. Contact their office in BAINBRIDGE ISLAND, Washington for a consultation.

What are Shane Dale Dir's credentials?

Shane Dale Dir is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Shane Dale Dir located?

Shane Dale Dir is based in BAINBRIDGE ISLAND, Washington, working with HIDDEN COVE WEALTH MANAGEMENT, LLC. Their office serves clients in the BAINBRIDGE ISLAND metropolitan area and surrounding communities.

How does Shane Dale Dir charge for services?

Shane Dale Dir'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 HIDDEN COVE WEALTH MANAGEMENT, LLC?

HIDDEN COVE WEALTH MANAGEMENT, LLC has approximately 7 employees and manages $253M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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