Brian
Shevland
Bluestone Capital Management, LLC
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About this Advisor
Brian Shevland is a financial advisor who works in Wayne, Pennsylvania with 10 years of industry experience. Shevland works at Bluestone Capital Management, LLC. Throughout their career, they have worked at Shevland & Associates, Cv Brokerage Inc, Bluestone Capital Management, LLC and Mcg Securities LLC. Shevland maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is registered to advise clients in Massachusetts and Pennsylvania. Bluestone Capital Management, LLC is a registered investment company headquartered in Wayne, PA. The investment advisory business has just four advisors. It has $243 million in assets under management among its 341 customer accounts, placing it among the mid-sized firms in the country by assets under management. Of its 341 customer accounts, 99% are held by high-net-worth investors who have more than $1 million in assets available to invest. The company has a number of services, such as portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles and selection of other advisers. Fees charged by financial advisors vary depending on which services are offered. However, fees charged by Bluestone Capital Management, LLC can be comprised of some blend of asset-based, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Bluestone Capital Management, LLC Brokerage Details
$243,300,000
4
341
$713,490
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Selection of other advisers
Brian Shevland Work History
Brian has been registered as a financial advisor for 10 years.*
Mcg Securities LLC
Bluestone Capital Management, LLC
Shevland & Associates
Cv Brokerage Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Brian Shevland to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Bluestone Capital Management, LLC
Cherry Hill, NJ
Cherry Hill, NJ
Wayne, PA
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