AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why Advisor Check

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
BS

Brian W. Shimansky

Some features on this profile are disabled
CRD#: 7265030
BS

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Brian William Shimansky was a registered financial professional .

Brian is a previously registered financial professional and started their career in finance in 2020. Brian had worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

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.
1. *403208 - Success Model Management (Shimansky Incorporated); Investment related - Yes; Paris, France; Fashion Advertising & Editorial photoshoots; Employee (proprietor, partner, officer, director, employee, trustee, agent); 01/2012; During business hours: 5; After business hours: 25; 2. Self Employed Custom furniture builder. Sole proprietorship. Design, build, and sell custom furniture 10-20 hours per month off hours. 3. *402633 - Brian Shimansky dba Shimansky Design; Investment related No; Austin,TX; Art/Culture; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); June 2014; During business hours: 10; After business hours: 20; design & fabrication of custom furniture commissions 4. *403365 - Snakt, Inc; Investment related No; Brooklyn, NY; Technology; Consultant (proprietor, partner, officer, director, employee, trustee, agent); Aug 2018; During business hours: 0; After business hours: 3; Business Development/Growth/Provide Feedback on Product Testing 5. *403210 - d'management group; Investment related - No; Milan, Italy; Fashion Modeling Agency; Represented Talent/Independent Contractor (proprietor, partner, officer, director, employee, trustee, agent); 06/2009; During business hours: 10; After business hours: 0; Available for Fashion advertising & editorial photoshoots *402383 - Soul Artist Management; Investment related No; New York, NY; Fashion Modeling Agency; Contractor (proprietor, partner, officer, director, employee, trustee, agent); Oct 2010; During business hours: 10; After business hours: 15; Labor/Service. * 414906 - Britsbarre, LLC; Investment related Yes; Austin, Texas; On-Demand Fitness Class Website; (proprietor, partner, officer, director, employee, trustee, agent); Jan 2021; During business hours: 0; After business hours: 10; General Consulting for written copy and image selection * 413551 - Shimansky Incorporated; Investment related No; Austin, TX; Fashion Modeling Personal Service Corp; Officer(proprietor, partner, officer, director, employee, trustee, agent); May 2014; During business hours: 8; After business hours: 0; Accounting/Bookkeeping, Business Development/Growth, Administrative, Check Signing/Funds Disbursements, Labor/Service.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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

Past

November 3, 2021 - December 12, 2022

PINE VALLEY PRIVATE WEALTH

RIA
CRD#: 289533
Austin, TX
Past

August 15, 2020 - June 11, 2021

MORGAN STANLEY

RIA
CRD#: 149777
AUSTIN, TX
Past

July 23, 2020 - June 11, 2021

MORGAN STANLEY

BD
CRD#: 149777
AUSTIN, TX

State Registrations and Notice Filings

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

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 8/15/2020
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 7/23/2020
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 6/29/2020
Securities Industry Essentials Examination

Current Firm

PV
PINE VALLEY PRIVATE WEALTH
PINE VALLEY PRIVATE WEALTH | SHINGLE OAK ADVISORS, LLC

CRD#: 289533 / SEC#:

New Jersey
Registered Investment Advisory firm - (10/18/2017 Approved)
Texas
Registered Investment Advisory firm - (9/9/2021 Approved)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
10 East Stow Road, Suite 200, Marlton, NJ 08053
Mailing Address
Phone number
(856) 283-4882
Established
Firm type
Fiscal year end
# of Employees
2

Documents

Latest Form ADV

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.

Company Information

PINE VALLEY PRIVATE WEALTH

CRD#: 289533

TRUST BUT VERIFY

Monitor Brian Shimansky

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

Stephen Albert Zahka
Stephen ZahkaAdvisorCheck Check Mark
EDWARD JONES
IAR
RR
Marlborough, MA
Frank Horace Moore III
Frank MooreAdvisorCheck Check Mark
UBS FINANCIAL SERVICES INC.
IAR
RR
Greenwich, CT
Marshall Lee Rosen
Marshall RosenAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Fort Lauderdale, FL
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics