Brian C. Shevland

BLUESTONE CAPITAL MANAGEMENT

Wayne, PA 19087

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CRD#: 4570496

Professional summary

Brian C. Shevland is a registered financial advisor currently at BLUESTONE CAPITAL MANAGEMENT, LLC located in Wayne, Pennsylvania.

Brian is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Brian has worked at 7 firms and has passed the Series 66, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

PART OWNER AND PRESIDENT OF R5 PARTNERS, WAYNE, PA. R5 PARTNERS IS A HOLDING COMPANY AND DOES NOT CONDUCT ANY BUSINESS. Alpha Capital Partners; Owner, Non - Investment Related. Director (imminently), Digital World Acquisition Corp. (DWAC), a special purpose acquisition company, with office address at 5910 Pacific Center Blvd., Suite 300, San Diego, CA 92121. Given the nature of SPACs, DWAC may be construed as investment-related. Time commitment is limited to occasional board meetings, likely several hours a quarter only. Duties are that of a board member of a public company.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brian C. Shevland's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

February 14, 2013 - Present

BLUESTONE CAPITAL MANAGEMENT, LLC

Office #1: 37 West Ave Suite 301, Wayne, PA 19087

RIA

CRD#: 157841

Wayne, PA

Past

April 8, 2014 - March 4, 2024

MCG SECURITIES LLC

CRD#: 163144

WAYNE, PA

Past

September 18, 2012 - April 9, 2014

CV BROKERAGE, INC

CRD#: 462

WILLIAMSTOWN, NJ

Past

June 28, 2011 - September 19, 2012

CPC FINANCIAL PLANNING, INC

RIA

CRD#: 119150

KING OF PRUSSIA, PA

Past

December 14, 2004 - September 20, 2012

OSAIC WEALTH, INC.

RIA

CRD#: 23131

MALVERN, PA

Past

May 22, 2003 - August 23, 2004

CAPITAL INVESTMENT SERVICES, INC.

RIA

CRD#: 120357

CHADDS FORD, PA

Past

April 29, 2003 - September 20, 2012

OSAIC WEALTH, INC.

CRD#: 23131

MALVERN, PA

Past

September 18, 2002 - May 7, 2003

NEW ENGLAND SECURITIES

CRD#: 615

NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

BLUESTONE CAPITAL MANAGEMENT, LLC

BLUESTONE CAPITAL MANAGEMENT, LLC | STRATEGIC WEALTH MANAGEMENT ADVISORS, LLC | OMEGA RETIREMENT SOLUTIONS | OCEANSQUARE ASSET MANAGEMENT, LLC

CRD#: 157841 / SEC#: 801-77657

RIA

Registered Investment Advisory firm - (2/25/2013 Approved)

Pennsylvania

Registered Investment Advisory firm - (3/6/2013 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Massachusetts
(10/20/2014)

IAR

Pennsylvania
(2/14/2013)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 10/16/2002

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 9/17/2002

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 12/17/2014

General Securities Principal Examination

Current Firm

BLUESTONE CAPITAL MANAGEMENT, LLC

BLUESTONE CAPITAL MANAGEMENT, LLC | STRATEGIC WEALTH MANAGEMENT ADVISORS, LLC | OMEGA RETIREMENT SOLUTIONS | OCEANSQUARE ASSET MANAGEMENT, LLC

CRD#: 157841 / SEC#: 801-77657

RIA

Registered Investment Advisory firm - (2/25/2013 Approved)

Pennsylvania

Registered Investment Advisory firm - (3/6/2013 Terminated)

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Contact information

Main Address

37 West Ave Suite 301, Wayne, PA 19087

Mailing Address

Phone number

(610) 337-6500

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (22 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

BLUESTONE PART 2A 2025 (3/31/2025)

Regulatory assets under management

Total Number of Accounts	96
AUM (Assets Under Management)	$ 351,518,705

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
06/30/2025	Cover Page	Report
02/29/2024	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

Brian C. Shevland

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brian C. Shevland's CRS (Customer Relationship Summary).

Certified licenses

Experience

MCG SECURITIES LLC

CV BROKERAGE, INC

CPC FINANCIAL PLANNING, INC

OSAIC WEALTH, INC.

CAPITAL INVESTMENT SERVICES, INC.

OSAIC WEALTH, INC.

NEW ENGLAND SECURITIES

Primary Firm SEC Registration

BLUESTONE CAPITAL MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 10/16/2002

SIE

Date: 10/1/2018

Series 7

Date: 9/17/2002

Series 24

Date: 12/17/2014

Current Firm

BLUESTONE CAPITAL MANAGEMENT, LLC

Contact information

SEC notice filing (22 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

BLUESTONE CAPITAL MANAGEMENT, LLC

TRUST BUT VERIFY

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