Stifel, Nicolaus &
45yrs
Top advisor by experience in Hauppauge
22yrs
Shane Maer
Financial advisor at Kestra Advisory Services
Shane Maer is a financial advisor in Hauppauge, New York, with 22 years in the industry. Shane joined Kestra Advisory Services in 2021, a firm offering financial planning, investment management, and retirement plan consulting. Kestra Advisory Services reports being paid through a percentage of assets, hourly fees, and flat fees.
At a glance
Experience22 years (since 2004)
How that compares ?More experience than 66% of advisors in New York
OfficeHauppauge, NY
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$618,892
Advisors at the firm1,452
States licensed ?2 states
Services through Kestra Advisory Services
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers
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
- 2021 – nowKestra Advisory Services, LLCCurrent firm
Questions to ask Shane
Tailored to Shane’s registration and firm.
- 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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Shane
How do I contact Shane?
Call Kestra Advisory Services at 8445537872 and ask for Shane Maer. Shane works from the Hauppauge, NY office.
How long has Shane been a financial advisor?
Shane has been in the industry since 2004, about 22 years. More experience than 66% of advisors in New York.
What licenses does Shane hold?
Series 63. Tap any license on this page to see what it allows.
Is Shane a fiduciary?
Shane is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Shane paid?
Kestra Advisory Services reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Shane 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.
Other advisors nearby
Stifel, Nicolaus &
44yrs
Top 1% by experience in Hauppauge
Janney Montgomery Scott
44yrs
Top 1% by experience in Hauppauge
Conrad Capital Management
43yrs
Top 1% by experience in Hauppauge
Stifel, Nicolaus &
43yrs
Top 1% by experience in New York
Osaic Wealth
43yrs
Top 1% by experience in New York