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Steven Samuel Shaneyfelt

Investment Adviser Representative at Cambridge Investment Research Advisors, Inc.

Fort Mill, SCCRD #6736495Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
1 yrs
Exams Passed
4

Professional summary

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

Steven Samuel Shaneyfelt is an investment adviser representative with Cambridge Investment Research Advisors, Inc. in Fort Mill, SC, where they have been registered since 2025. They have worked in the securities industry since 2025 and were previously registered with PFS Investments Inc. They have passed 4 industry qualification exams, including the Series 65 (investment adviser), Series 63 (state securities agent), and Series 6 (investment company and variable products). They are registered to provide investment advice in North Carolina and South Carolina.

Office

2752 Pleasant Rd., Ste. 108
Fort Mill, SC 29708

Advisors at this office: 14

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

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 16, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
North Carolina, South Carolina

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

Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 4/1/2025
Series 63
Uniform Securities Agent State Law Examination
Passed 2/13/2017
SIE
Securities Industry Essentials Examination
Passed 4/24/2017
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 1/28/2017

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Cambridge Investment Research Advisors, Inc.Current
5/16/2025 – Fort Mill, SC
PFS Investments Inc.
1/30/2017 – 4/24/2017Charlotte, NC

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. PFS Investments Inc.
    Jan 2017 – Feb 2017Charlotte, NC
  2. Primerica Financial Services
    Aug 2016 – Feb 2017Charlotte, NC
  3. Jaars Inc
    May 2012 – Jan 2020Waxhaw, NC
  4. Cambridge Investment Research Advisors, Inc.
    May 2025 – no end date reportedFairfield, IA
  5. NC GOP
    Dec 2019 – Feb 2021Raleigh, NC
  6. NC GOP
    Sep 2021 – Sep 2022Raleigh, NC
  7. NC GOP
    Jun 2024 – Nov 2024Raleigh, NC
  8. Union County Government
    Jun 2023 – Aug 2023Monroe, NC
  9. Unemployed
    Mar 2021 – Aug 2021Waxhaw, NC
  10. Unemployed
    Oct 2022 – May 2023Waxhaw, NC
  11. Unemployed
    Sep 2023 – May 2024Waxhaw, NC
  12. Unemployed
    Dec 2024 – Apr 2025Waxhaw, NC
  13. Mark Harris Campaign
    Jan 2018 – Oct 2018Charlotte, NC

Official records & sources

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

About Cambridge Investment Research Advisors, Inc.

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

Fee arrangements the firm reports

  • Percentage of assets under management
  • Commissions
  • Hourly
  • Fixed fee
  • Other

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 AdvisersMarket TimingEducational Seminars and Workshops

Client types the firm serves

IndividualsHigh Net WorthPension/Profit SharingCharitable OrganizationsState/Municipal

Firm assets under management

$25B+

Firm disclosures (Form ADV)
Disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
3,948
Offices listed on AdvisorFinder:
26
Main office:
Fairfield, IA
SEC file number:
801-63930

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

Form ADV data as of September 11, 2026

View full firm profile

Other advisors at Cambridge Investment Research Advisors, Inc.

Showing 12 of 3,948 in the directory

View Cambridge Investment Research Advisors, Inc. firm profile

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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. Steven Samuel Shaneyfelt 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.

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Steven Samuel Shaneyfelt - Fees, Credentials & Background