Be advised. This advisor is no longer registered as an Independent Advisor Representative. They may still be registered as a broker.
Shane Twomey, financial advisor Great Falls VA
93 score

Shane Twomey

CRD Number: 3028500
Current Firm: Aog Wealth Management

Shane Twomey (CRD# 3028500) is an Investment Advisor Representative working at Aog Wealth Management in Great Falls, VA and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Kalos Capital Alpharetta, GA May 2013 - Current 3
Aog Wealth Management Great Falls, VA May 2013 - Current 3
Various Insurance Carriers For W&r Insurancer Agencies Reston, VA Dec 2012 - Current 3
Gonzaga High School Washington, DC Feb 2012 - Current 4
Great Falls Lacrosse Association Great Falls, VA May 2011 - Current 5
Twomey Lacrosse Reston, VA May 2003 - Current 13
Waddell & Reed, Inc. Vienna, VA Dec 2012 - May 2013 < 1
Morgan Stanley Smith Barney Washington, DC Jun 2009 - Dec 2012 3
Morgan Stanley & Company, Incorporated Washington, DC Apr 2007 - Dec 2012 5
Morgan Stanley Dw Inc. Washington, DC Mar 2004 - Apr 2007 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 1998
Contact Info for Shane T. Twomey
Phone Number: 703-757-8020
Firm Website:
Registered State(s):
  • VA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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