Shane Anthony Serrano

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 11/2016 → 12/2016
  Raymond James Financial Services, Inc.
  Rocklin, CA
• 06/2012 → 05/2018
  First Tech Federal Credit Union
  Rocklin, CA
• 12/2016 → 03/2017
  Raymond James Financial Services, Inc.
  Rocklin, CA
• 03/2017 → Present
  Raymond James Financial Services Advisors Inc.
  Eagle, ID
• 03/2017 → Present
  Raymond James Financial Services, Inc.
  Eagle, ID
• 05/2018 → Present
  First Tech Federal Credit Union
  Eagle, ID
• 11/2016 → Present
  Addison Avenue Investment Services
  Eagle, ID

Other Businesses

(1) Name of Business: Addison Avenue Investment Services Address: 47 E. Riverside Dr., Eagle, ID, 83616, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 11/14/2016 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Provide financial advice to our members

Exams

• S66 Uniform Combined State Law Examination
  2017-03-15

Other Names

• Shane A Serrano