Brian Shevland is a registered investment advisor, based in Wayne, PA, with 23 years of industry experience.
Location
37 West Ave, Suite 301, Wayne, PA, 19087
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Regulatory History (1)
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Regulatory
February 2024Final
Other Business Activities
Brian is a part owner and president of R5 Partners, a holding company. He is also an owner of Alpha Capital Partners and a director of Digital World Acquisition Corp (DWAC), dedicating minimal time to the latter.
Employment History
Current Registrations
J. Alden Associates, INC.Broker
March 2026 - Present · 1 mo
Bluestone Capital Management, LLC
February 2013 - Present · 13 yrs 2 mos
Previous Registrations
Mcg Securities LLCBroker
April 2014 - March 2024 · 9 yrs 11 mos
Cv Brokerage, INCBroker
September 2012 - April 2014 · 1 yr 7 mos
Cpc Financial Planning, INC
June 2011 - September 2012 · 1 yr 3 mos
Royal Alliance Associates, INC.
December 2004 - September 2012 · 7 yrs 9 mos
Capital Investment Services, INC.
May 2003 - August 2004 · 1 yr 3 mos
Royal Alliance Associates, INC.Broker
April 2003 - September 2012 · 9 yrs 5 mos
New England SecuritiesBroker
September 2002 - May 2003 · 8 mos
State Registrations1 state
PA
Advisor
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Exams
No exam information available for this advisor.