Shane Daniel Pipher
Financial advisor at Park Avenue Securities LLC · Jacksonville, FL
Last updated 2026-10-10
Claim your profileShane Daniel Pipher is a financial advisor at Park Avenue Securities LLC in Jacksonville, FL, CRD 4323804. Licenses and exams on the registration: Series 63, Series 65. IAPD registration began 2019-07-09.
Registration
- CRD number
- 4323804
- Registration status
- Active
- IAPD registration
- 2019-07-09
- Industry Experience
- 7 years
- Work Experience
- 11 years
- States registered
- AL, AR, CA, CO, FL, GA, IN, MA, MD, MI, MN, MT, NC, NY, PA, SC, TX
Licenses and exams
- Series 63
- Series 65
Work history
- 2015-02 to Present · Guardian Life Insurance Co · Jacksonville, FL
- 2015-07 to Present · Park Avenue Securities LLC · Jacksonville, FL
Current employment
- Park Avenue Securities LLC · New York, NY
Park Avenue Securities LLC
- Regulatory AUM
- $19,575,765,851
- Registered advisors
- 1,908
- Offices
- 997
- Clients per advisor
- 43.0 (Low)
- Average AUM per client
- $238.4K (Low)
- High-net-worth client ratio
- 21.0% (Moderate)
Park Avenue Securities LLC: advisors, services and reported ETF investments
About
Shane Daniel Pipher is a financial advisor at Park Avenue Securities LLC in Jacksonville, FL. Reported securities licenses include Series 63 and Series 65. The latest record indicates 7 years of industry experience and 11 years of reported work history.
Park Avenue Securities LLC's firm-level Form ADV reports 1,908 advisors across 997 offices; approximately 43.0 clients per advisor, average assets per client of $238,386, and regulatory AUM of $19.6B; client categories including Individuals (non-HNW), High net worth individuals, Pension and profit-sharing plans, Charitable organizations, Corporations or other businesses, and Other; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Selection of Other Advisers, and Educational Seminars or Workshops.
PortfolioFuture's firm-level 13F analysis covers $12M across 657 reported ETF positions for the 2026-06-30 reporting period. These are firm-level disclosures, not investments attributed to Shane Daniel Pipher personally.
Reported ETF positions
Park Avenue Securities reports 657 ETF positions worth $12M on Form 13F; the largest are listed.
| Fund | Reported value |
|---|---|
| IVV — iShares Core S&P 500 ETF | $1.4M |
| IUSB — iShares Core Universal USD Bond ETF | $596K |
| IVW — iShares S&P 500 Growth ETF | $532.1K |
| DYNF — iShares U.S. Equity Factor Rotation Active ETF | $522.8K |
| IVE — iShares S&P 500 Value ETF | $411.2K |
Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
Noteworthy reported investments
Park Avenue Securities's strongest reported position on each research ranking. Institution-level evidence, not this advisor's or any client's holding.
| Ranking | Fund | Reported value | Percentile | Key figures |
|---|---|---|---|---|
| Similar Fund Ranking | CGDV — Capital Group Dividend Value ETF | $7.3K | Top 99.9% | Peer conviction 86.4% · Active return +5.44% |
| Addressable Market | DYNF — iShares U.S. Equity Factor Rotation Active ETF | $522.8K | Top 99.9% | Addressable AUM $14.9T · Peer conviction 86.8% |
| Residual Alpha | CORO — iShares International Country Rotation Active ETF | $157.4K | Top 99.8% | Residual alpha +5.96% · Residual Sharpe 0.24 |
| Diversification Benefits | IALT — iShares Systematic Alternatives Active ETF | $109.3K | Top 99.4% | Replicability (R²) 33.8% · Residual Sharpe 1.52 |
Historical comparisons from the published research release formed 2026-10-02; not forecasts or recommendations. Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
What this firm offers
Filed by Park Avenue Securities LLC on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Selection of Other Advisers
- Educational Seminars or Workshops
Fee options
- Percentage of Assets Under Management
- Hourly Charges
- Fixed Fees (Other Than Subscription)
Business and affiliations
- Broker-Dealer (Registered or Unregistered)
- Sells Non-Advisory Products or Services
- Broker-Dealer or Municipal Securities Dea
- Other Investment Adviser (Incl. Financial
- Insurance Company or Agency
Location
10151 Deerwood Park Blvd, Jacksonville, FL 32256
6 advisors at this office.
Contact
The firm's filed contact details.
- Phone: 1-888-600-4667
- Website: vestwise.com
Official record
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