Evan M. Shiley

SEVENBRIDGE FINANCIAL GROUP

Harrisburg, PA 17110

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CRD#: 6949682

Professional summary

Evan Michael Shiley, AIF®, who also goes by Evan Shiley, is a registered financial advisor currently at SEVENBRIDGE FINANCIAL GROUP, LLC located in Harrisburg, Pennsylvania.

Evan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Evan has worked at 4 firms and has passed the Series 66, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Evan Shiley

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.

Cedar Cliff High School; not investment-related; 1301 Carlisle Rd, Camp Hill, PA. 17011; Football Coach; Assistant Offensive Line Coach; 1/1/2020; 20 hours per month; 0 during trading hours; Coach/mentor high school football players

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Evan Michael Shiley'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®

AIF^®

Accredited Investment Fiduciary

Experience

Current

April 22, 2025 - Present

SEVENBRIDGE FINANCIAL GROUP, LLC

Office #1: 3401 North Front Street Suite 301, Harrisburg, PA 17110

RIA

CRD#: 281037

Harrisburg, PA

Past

April 30, 2022 - April 29, 2025

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

RIA

CRD#: 134139

Camp Hill, PA

Past

April 30, 2022 - April 29, 2025

CAMBRIDGE INVESTMENT RESEARCH, INC.

CRD#: 39543

Camp Hill, PA

Past

June 14, 2021 - May 1, 2022

CONCOURSE FINANCIAL GROUP SECURITIES, INC.

RIA

CRD#: 15708

CAMP HILL, PA

Past

August 30, 2019 - May 1, 2022

CONCOURSE FINANCIAL GROUP SECURITIES, INC.

CRD#: 15708

CAMP HILL, PA

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".

SEVENBRIDGE FINANCIAL GROUP, LLC

CRD#: 281037 / SEC#: 801-106522

RIA

Registered Investment Advisory firm - (8/24/2015 Approved)

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

Pennsylvania
(4/22/2025)

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: 6/14/2021

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 8/30/2019

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 7/11/2019

Securities Industry Essentials Examination

Current Firm

SEVENBRIDGE FINANCIAL GROUP, LLC

CRD#: 281037 / SEC#: 801-106522

RIA

Registered Investment Advisory firm - (8/24/2015 Approved)

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Contact information

Main Address

3401 North Front Street Suite 301, Harrisburg, PA 17110

Mailing Address

Phone number

(717) 775-8661

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (9 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

SEVENBRIDGE FORM ADV2A ("DISCLOSURE BROCHURE") AND FORM ADV2B ("BROCHURE SUPPLEMENTS") (4/29/2025)

Regulatory assets under management

Total Number of Accounts	1,166
AUM (Assets Under Management)	$ 633,441,344

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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Advisor Monitoring

Firm Stability Insights

Evan M. Shiley

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Evan Michael Shiley's CRS (Customer Relationship Summary).

Certified licenses

Experience

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

CAMBRIDGE INVESTMENT RESEARCH, INC.

CONCOURSE FINANCIAL GROUP SECURITIES, INC.

CONCOURSE FINANCIAL GROUP SECURITIES, INC.

Primary Firm SEC Registration

SEVENBRIDGE FINANCIAL GROUP, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 6/14/2021

Series 7TO

Date: 8/30/2019

SIE

Date: 7/11/2019

Current Firm

SEVENBRIDGE FINANCIAL GROUP, LLC

Contact information

SEC notice filing (9 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

SEVENBRIDGE FINANCIAL GROUP, LLC

TRUST BUT VERIFY

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