Brian Shevland
Brian Shevland is a registered investment advisor at Equalize Capital LLC, based in Wayne, PA, with 24 years of industry experience. Brian is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management. Their firm serves 2 clients with $40M in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
37 West Ave, Suite 301, Wayne, PA, 19087
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Regulatory History (1)
Regulatory
February 2024Other 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
Equalize Capital LLC
J. Alden Associates, INC.
J. Alden Associates, INC.Broker
Bluestone Capital Management, LLC
Previous Registrations
Mcg Securities LLCBroker
Cv Brokerage, INCBroker
Cpc Financial Planning, INC
Royal Alliance Associates, INC.
Capital Investment Services, INC.
Royal Alliance Associates, INC.Broker
New England SecuritiesBroker
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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