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Shane Thomas Sandretto

Advisor at First Command Advisory Services — Cameron, NC

Updated today

Credentials

Series 66

Experience

8 years

Location

Cameron, NC 28326

First Command Advisory Services logo

First Command Advisory Services

Enterprise

Total advisors

1,036

Across 281 offices

Clients per advisor

110 High

Avg AUM per client

$214,697 Very Low

HNW client ratio

3% Low

About

Shane Sandretto is a financial advisor at First Command Advisory Services with eight years of industry experience. He holds a Series 66 designation and previously served three years in the U.S. Army. Outside of his advisory role, he works as an election poll worker for the Harnett County Department of Elections. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and wrap-fee asset management programs managed by a centralized Investment Management Team and Wealth Portfolio Managers using a disciplined model portfolio approach.

Client services

Based on First Command Advisory Services

Financial planning Portfolio management

Expertise

Based on First Command Advisory Services

Passive / index investing Active portfolio management Retirement income strategy Tax-loss harvesting ESG / Sustainable investing

Occupation focus

Based on First Command Advisory Services

Self-Employed

Demographic focus

Based on First Command Advisory Services

Young Professionals

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Fee options

Percentage

$0 - $250,000: 1.30% $250,001 - $500,000: 1.15% $500,001 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.75% $2,000,001+: 0.50%

Commissions

Commissions apply for brokerage and insurance products through affiliated companies.

Other

Account minimum: $5,000 Minimum fee: Financial Planning Tailored Professional Services (TPS) fees generally range from $750 to $3,000 based on client circumstances and advisor discretion. Fee-only: Advisory Programs charge wrap fees based on asset tiers, no commissions for advisory management services.

Location

See office

Cameron, NC

181 Mittie Haddock Drive

Cameron NC 28326

Advisors at this office

1

Most active in

North Carolina

Work history

8 years of industry experience

Harnett Co Dept of Elections

2024 - Present • 2 years

Lillington, NC

First Command Insurance Services, Inc.

2018 - Present • 8 years

Fort Worth, TX

First Command Advisory Services, Inc.

2018 - Present • 8 years

Fort Worth, TX

First Command Financial Planning, Inc.

2018 - Present • 8 years

Fort Worth, TX

First Command Financial Planning, Inc.

2017 - 2018 • 1 year

Fort Worth, TX

US Army

2014 - 2017 • 3 years

Sumter, SC

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Ahmed M

Series 66

Lillington, NC

Strategic Wealth Management LLC

Ahmed Monley is a financial advisor at Strategic Wealth Management LLC with four years of industry experience. He holds a Series 66 designation and has previously worked at Vintage Wealth Management Group, Charles Schwab Bank, CHARLES SCHWAB & CO., Inc, and Edward Jones. In addition to his advisory role, he is involved with Monley's Enterprises LLC, an outside business activity. Strategic Wealth Management LLC offers discretionary and non-discretionary portfolio management and standalone financial planning primarily for individuals and high-net-worth clients. The firm provides client-specific investment programs using various techniques and also conducts public educational seminars and workshops.

Options & derivatives strategies Young Professionals
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Daniel B

Series 65

Cameron, NC

Fiduciary Financial Advisors

Daniel Baugher is a financial advisor at Fiduciary Financial Advisors with a Series 65 credential and no prior industry experience. He has served in the US Army Special Forces since 2010. Fiduciary Financial Advisors provides discretionary investment management, financial planning, legacy position management, and retirement services to individuals, families, trusts, retirement plans, corporations, and charitable foundations. The firm combines strategic asset allocation with tactical adjustments and multiple analysis methods, and offers individual professional trustee services as well as access to private and non-liquid alternative funds.

Private / alternative investments Retirement income strategy Business Financial Management Founder/Business Owner Retired
user avatar

Jerome M

Series 63, Series 66

Fort Bragg, NC

First Command Advisory Services

Jerome Montoya is a financial advisor with First Command Advisory Services based in Fort Bragg, NC, holding Series 63 and Series 66 credentials and two years of industry experience. Before entering the financial sector, he served 23 years in the U.S. Army, most recently as a Senior Preventive Medicine NCO and strategic advisor to United States Special Operations Command for public health initiatives. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm provides financial planning and multiple wrap-fee asset management programs managed by a centralized Investment Management Team and Wealth Portfolio Managers.

Passive / index investing Active portfolio management Retirement income strategy Tax-loss harvesting ESG / Sustainable investing Self-Employed Young Professionals
user avatar

Stephen M

Series 63, Series 66

Fayetteville, NC

Edward Jones

Stephen Mc David is a financial advisor with Edward Jones in Fayetteville, NC, holding Series 63 and Series 66 credentials and bringing 29 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1996. Mc David serves as vice president of the Cafe Fear Republican Men's Club. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,000 advisors, offering a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
user avatar

Danielle O

CFP®, ChFC®, Series 66

Eastover, NC

Edward Jones

Danielle Osborne is a financial advisor at Edward Jones with seven years of industry experience. She holds the CFP®, ChFC®, and Series 66 designations. Prior to joining Edward Jones in 2018, she worked at Southco, Harold Beck & Sons, and C2 Education. Osborne serves as Secretary on the Board of Directors for the Eastover Sanitary District in Eastover, NC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive

Angela B

Series 63, Series 66

Lillington, NC

Edward Jones

Angela Brown is a financial advisor at Edward Jones with 23 years of industry experience. She holds the Series 63 and Series 66 designations and has been with Edward Jones since 2003. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a nationwide network of more than 23,700 financial advisors.

Retirement income strategy General retirement planning Wealth management General estate planning guidance Retired Founder/Business Owner Executive
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