AdFi
SR

Shane Ryan McMahon

Investment Adviser Representative at Ameriprise Financial Services, LLC

Langhorne, PACRD #6922485Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
6 yrs
Exams Passed
4

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Shane Ryan McMahon is an investment adviser representative with Ameriprise Financial Services, LLC in Langhorne, PA, where they have been registered since 2026. They have worked in the securities industry since 2020 and have been registered with 4 firms, including Charles Schwab & Co., Inc. and Citizens Securities, Inc. They have passed 4 industry qualification exams, including the Series 7 (general securities representative), Series 63 (state securities agent), and Series 3 (commodity futures). They are registered to provide investment advice in Pennsylvania.

Office

1717 Langhorne Newtown Rd, Ste 125
Langhorne, PA 19047-1085

Advisors at this office: 6

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Dual-registered
As of August 17, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Pennsylvania
Broker:
20 states and territories

Arkansas, California, Colorado, Connecticut, Florida, Illinois, Kansas, Louisiana, Minnesota, Mississippi, Missouri, New Jersey, New York, Ohio, Oregon, Pennsylvania, Tennessee, Texas, Vermont, Virginia

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 63
Uniform Securities Agent State Law Examination
Passed 9/28/2020
Series 3
National Commodity Futures Examination
Passed 10/6/2020
Series 7
General Securities Representative Examination
Passed 9/21/2020
SIE
Securities Industry Essentials Examination
Passed 9/11/2020

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Ameriprise Financial Services, LLCCurrent
4/29/2026 – Langhorne, PA
Charles Schwab & Co., Inc.
1/31/2025 – 5/15/2026Wayne, PA
Citizens Securities, Inc.
5/19/2023 – 12/9/2024Newtown, PA
Clarfeld
5/19/2023 – 12/9/2024Newtown, PA

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Goldman Sachs
    Jul 2020 – Mar 2023Philadelphia, PA
  2. Full-time Student at Cornell Johnson Graduate School of Business
    Apr 2019 – Jul 2020Ithaca, NY
  3. JPMorgan Chase & Co.
    Jul 2017 – Apr 2019New York, NY
  4. JPMorgan Chase & Co.
    Jul 2016 – Jul 2017New York, NY
  5. Citizens Securities, Inc.
    May 2023 – Dec 2024Newton, PA
  6. Clarfeld
    May 2023 – Dec 2024Tarrytown, NY
  7. Sabbatical
    Mar 2023 – May 2023Bristol, PA
  8. Charles Schwab & Co., Inc.
    Jan 2025 – Apr 2026Wayne, PA
  9. Charles Schwab Bank, SSB
    Jan 2025 – Apr 2026Wayne, PA
  10. Ameriprise Financial Services, LLC
    Apr 2026 – no end date reportedLanghorne, PA

Official records & sources

Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Ameriprise Financial Services, LLC

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Hourly
  • Fixed fee

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Financial PlanningPortfolio Management for Individuals and Small BusinessesPortfolio Management for Businesses and InstitutionsPension ConsultingSelection of Other AdvisersPeriodicals and NewslettersEducational Seminars and Workshops

Client types the firm serves

IndividualsHigh Net WorthPension/Profit SharingCharitable OrganizationsState/MunicipalInsurance CompaniesCorporationsOther

Firm assets under management

$25B+

Firm disclosures (Form ADV)
Disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
12,969
Offices listed on AdvisorFinder:
26
Main office:
Minneapolis, MN
SEC file number:
801-28543

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of September 25, 2026

View full firm profile

Other advisors at Ameriprise Financial Services, LLC

Showing 12 of 12,969 in the directory

View Ameriprise Financial Services, LLC firm profile

Similar advisors in Langhorne, PA

Other advisors whose filed branch office is in the same city.

About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Shane Ryan McMahon has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

Find the right advisor for you

Take the free 3-minute assessment to get matched with advisors who fit your goals.

Get Matched
Shane Ryan McMahon (Ameriprise Financial Services)