Hagerstown, MD S Edgewood Drive Office

Team
Updated today

Client AUM

$245,376,655,958

Clients

801,652

Advisors

3

Of 10,209 advisors across 5,115 offices

Location

130 S Edgewood Drive

Hagerstown MD 21740

Advisors at this office

3

Advisors at this office

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Shane S

Series 66

Hagerstown, MD

Cetera

Shane Small is a financial advisor with Cetera Investment Advisors and holds a Series 66 designation. He has 16 years of industry experience, including a decade with Cetera and First United Bank and Trust. He serves as a board member of Waynesboro Country Club. Cetera Investment Advisors operates as a multi-manager platform serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm provides portfolio management, financial planning, and access to third-party money managers through various program structures nationwide.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Kegan M

Series 66

Hagerstown, MD

Cetera

Kegan Murphy is a financial advisor with Cetera in Hagerstown, MD, holding a Series 66 designation and beginning his industry career in 2025. His prior work includes roles at First United Bank & Trust, CNB Bank, and positions at West Virginia University and Fairmont State University. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad range of clients, including individuals, retirement plans, and institutional accounts. The firm offers diverse portfolio management options and operates a multi-manager platform with significant assets under management and a large advisor network.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Brandi S

Series 63, Series 65

Hagerstown, MD

Cetera

Brandi Small is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and three years of industry experience. She has worked at Cetera and First United Bank and Trust, where she assists the Trust Department with estate planning and administration tasks. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform featuring both affiliated and third-party money managers.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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