This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

BREAKWATER WEALTH MANAGEMENT

Current firm class

state registeredderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Apr 1, 2013earliest registration or exam on IAPD

Years in industry

13derivedfrom the industry start date

Years at current firm

4derivedfrom the current registration's begin date

Prior firms

3

Current registrations

1

Registered states

1

Designations

Certified Financial Planner|Chartered Financial Analyst

Exams

S66

First exam

Jun 27, 2013

First registration

Jun 27, 2013

Dual registered

no

IAPD individual key

6185984

• Occurred

  Jul 5, 2022
  Advisor changed firm

  Nicholas Edward Shevland left Dt Investment Partners, Llc for Breakwater Wealth Management (registered 2022-07-05)

  Form ADVobserved 6 days ago
• Occurred

  Feb 9, 2022
  Advisor changed firm

  Nicholas Edward Shevland left Janney Montgomery Scott Llc for Dt Investment Partners, Llc (registered 2022-02-03)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:2be06522-89cb-9c20-2f63-53963d108e39

First observed

Jun 27, 2013

Last observed

Sep 14, 2026 7 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.