Shane Maer

Employer firm

Kestra Advisory Services, LLC CRD 283330

$79.8B regulatory AUM 6,392 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2007 → Present
  Kestra Investment Services, Llc.
  Kings Park, NY
• 10/2007 → Present
  Kestra Advisory Services, Llc.
  Kings Park, NY
• 10/2007 → Present
  Main Street Financial Group
  Kings Park, NY

Other Businesses

Business Name: Access Brokerage Investment Related: Yes Address: 14 Roosevelt Avenue Port Jefferson Station NY 11776 Nature of Business: Insurance Position, Title or Relationship: Other,appointed with insurance companies via access brokerage Start Date: 3/30/2011 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: Provide clients with appropriate insurance to meet their individual needsBusiness Name: MSFG The Deuce Inc Investment Related: No Address: 24 Enfield Lane Hauppauge NY 11788 Nature of Business: Other Other/None of the Above none of the above Position, Title or Relationship: Owner Start Date: 2/21/2014 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: Keep Books,Business Name: Main Street Financial Group Inc. Investment Related: Yes Address: 80 E. Main Street Kings Park NY 11754 Nature of Business: Registered Rep Activities through Kestra Investment Services, LLC using a DBA name Position, Title or Relationship: Associate Start Date: 6/1/2004 Hours per month: 91% - 100% (145 - 160 hours) Hours per month during trading hours: 91% - 100% (127 - 140 hours) Duties: Financial Planning, advisoryBusiness Name: Kestra Advisory Services, LLC Investment Related: Yes Address: 5707 Southwest Parkway Building 2, Suite 400 Austin TX 78735 Nature of Business: Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: Investment Advisor Representative Start Date: 4/4/2016 Hours per month: Up to 100% (0 to 160 hours) Hours per month during trading hours: Up to 100% (0 to 160 hours) Duties: Investment advisory services

Exams

• S63 Uniform Securities Agent State Law Examination
  2004-06-28

Other Names

• Shane N/A Maer
• Shane N/A Maer