Shane Siler

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers
Educational seminars
PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

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

One Bryant Park, New York, NY 10036 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2021-09-03
CA	RA	APPROVED	2021-08-24

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Vanderbilt Inst Of Nashville Science & Eng	Nashville	TN	05/2014	05/2018
Call Box	Nashville	TN	09/2018	02/2020
Wileybros Aintree Capital Llc	Nashville	TN	05/2020	07/2020
Not Employed	Alma	AR	05/2018	09/2018
Merrill Lynch, Pierce, Fenner & Smith Incorporated	San Francisco	CA	07/2021	Present
Softworld	Nashvilee	TN	07/2020	08/2020
Dollar General	Nashville	TN	08/2020	07/2021
Unemployment	Nashville	TN	02/2020	05/2020
Pfizer Inc.	New York City	NY	06/2017	08/2017
Vanderbilt University	Nashville	TN	08/2014	05/2018

05/2014 → 05/2018

Vanderbilt Inst Of Nashville Science & Eng

Nashville, TN
09/2018 → 02/2020

Call Box

Nashville, TN
05/2020 → 07/2020

Wileybros Aintree Capital Llc

Nashville, TN
05/2018 → 09/2018

Not Employed

Alma, AR
07/2021 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

San Francisco, CA
07/2020 → 08/2020

Softworld

Nashvilee, TN
08/2020 → 07/2021

Dollar General

Nashville, TN
02/2020 → 05/2020

Unemployment

Nashville, TN
06/2017 → 08/2017

Pfizer Inc.

New York City, NY
08/2014 → 05/2018

Vanderbilt University

Nashville, TN

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	2020-05-22
S65	Uniform Investment Adviser Law Examination	2020-05-19

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