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Brian William Shimansky

CRD# 7265030·Registered 2020 - 2022
Previously Registered: Being a previously registered professional could mean that Brian 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.

Professional Summary

Brian William Shimansky was a registered financial advisor. Brian was a previously registered financial professional and started their career in finance 2020 - 2022. Brian had worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.

At a Glance

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Fiduciary Standard

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Fee Structure

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Account Minimum

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Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

No current employment

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Years of Experience

6 years in the financial services industry

Current & Past Employments

PINE VALLEY PRIVATE WEALTH·CRD# 289533
RIA
Austin, TX
November 3, 2021 - December 12, 2022
MORGAN STANLEY·CRD# 149777
RIA
Austin, TX
August 15, 2020 - June 11, 2021
MORGAN STANLEY·CRD# 149777
BD
Austin, TX
July 23, 2020 - June 11, 2021

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Current Firm

PV
PINE VALLEY PRIVATE WEALTH

PINE VALLEY PRIVATE WEALTH | SHINGLE OAK ADVISORS, LLC

CRD#: 289533
New Jersey
Registered Investment Advisory firm - New Jersey (10/18/2017 Approved)
Texas
Registered Investment Advisory firm - Texas (9/9/2021 Approved)

Contact Information

Main Address

10 East Stow Road, Suite 200, Marlton, NJ 08053

Phone Number

(856) 283-4882

# of Employees

2

Documents

Latest Form ADV

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
This advisor is not registered in any state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed Aug 2020About the Series 66 exam

Series 7TO — General Securities Representative Examination

Passed Jul 2020About the Series 7TO exam

SIE — Securities Industry Essentials Examination

Passed Jun 2020About the SIE exam

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CRS (Client Relationship Summary)

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

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