LPL Financial
42yrs
Top advisor by experience in Hagerstown
11yrs
Shane Small has worked in the financial industry for 11 years and is a fiduciary financial advisor based in Hagerstown, Maryland. Shane has been with Cetera Investment Advisers since 2016. Cetera Investment Advisers offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 81 advisors with offices in Hagerstown, and one of 79 fiduciaries.
At a glance
Experience11 years (since 2015)
How that compares ?11 years in the industry
Office130 S Edgewood Drive, Hagerstown, MD 21740
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$306,089
Advisors at the firm10,452
States licensed ?1 state
Services through Cetera Investment Advisers
Financial planningInvestment management for individuals and small businessesInvestment 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 66Uniform Combined State Law Examination
Career
- 2016 – nowCetera Investment Advisers LLCCurrent firm
- Oct 2015 – Aug 2016Cetera Investment Advisers LLCPreviously
Contact Shane
(310) 257-7880Firm headquarters in Schaumburg, IL. Ask for Shane. 130 S Edgewood DriveHagerstown, MD 21740Office · Get directions
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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
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About Shane
How do I contact Shane?
Call Cetera Investment Advisers at (310) 257-7880 and ask for Shane Small. Shane works from the Hagerstown, MD office.
How long has Shane been a financial advisor?
Shane has been in the industry since 2015, about 11 years. 11 years in the industry.
What licenses does Shane hold?
Series 66. Tap any license on this page to see what it allows.
Is Shane a fiduciary?
Shane is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Shane paid?
Cetera Investment Advisers 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.
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