Stifel, Nicolaus & Company
46yrs
Top advisor by experience in Bethel Park
30yrs
John McShane
Full name on record: John Patrick McShane
Financial advisor at Stifel, Nicolaus & Company
John McShane is a financial advisor in Bethel Park, Pennsylvania, with 30 years in the industry. John joined Stifel, Nicolaus & Company in 2022, after nine years at Boenning & Scattergood. Stifel, Nicolaus & Company offers financial planning, investment management, and private fund management and is paid through a percentage of assets, flat fees, and commissions.
At a glance
Experience30 years (since 1997)
How that compares ?Top 17% by experience nationwide
Office2000 Oxford Drive, Suite 605, Bethel Park, PA 15102
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$773,556
Advisors at the firm3,351
States licensed ?1 state
Services through Stifel, Nicolaus & Company
Financial planningInvestment management for individuals and small businessesManaging private fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 63Uniform Securities Agent State Law Examination
Career
- 2022 – nowStifel, Nicolaus & Company, IncorporatedCurrent firm
- 2013 – 2022Boenning & Scattergood, Inc.Previously
Contact John
Local office(412) 854-7500Ask for John. (314) 342-2000Main office · St. Louis, MO 2000 Oxford Drive, Suite 605Bethel Park, PA 15102Office · Get directions
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Questions to ask John
Tailored to John’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About John
How do I contact John?
Call John’s local office at (412) 854-7500 or the Stifel, Nicolaus & Company main office at (314) 342-2000, and ask for John McShane.
How long has John been a financial advisor?
John has been in the industry since 1997, about 30 years. Top 17% by experience nationwide.
What licenses does John hold?
Series 63. Tap any license on this page to see what it allows.
Is John a fiduciary?
John is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is John paid?
Stifel, Nicolaus & Company reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask John for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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