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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)18 years in industry

YEVGENIY SHVETS

Advisor at CAPITOL SECURITIES MANAGEMENT, INC.

GLEN ALLEN, VA | RESTON, VA

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Search this name across graphsid dfx:ria:c3a5fc79-9c74-3ff2-13ab-61c696ea2f95

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 1:54 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 0
On other graphs: 0
Observed: Jul 22, 2015 to Sep 15, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: CAPITOL SECURITIES MANAGEMENT, INC.
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jun 4, 2008earliest registration or exam on IAPD
Years in industry: 18derivedfrom the industry start date
Years at current firm: 7derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S65|S63
First exam: Jun 4, 2008
First registration: Jul 22, 2015
Dual registered: yes, broker-dealer
Other names: YEVGENIY Y SHUETS|EUGENE SHVETS|YEVGENIY Y SHVETS
IAPD individual key: 5159446

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
CAPITOL SECURITIES MANAGEMENT, INC.	Independent wealth	Feb 13, 2019	n/a	yes	RESTON, VA\|GLEN ALLEN, VA	Current employment
SAGEVEST WEALTH MANAGEMENT	Independent wealth	Apr 25, 2018	Sep 12, 2018	no	MCLEAN, VA	Previous registration
TD AMERITRADE INVESTMENT MANAGEMENT, LLC	Former SEC adviser	May 1, 2017	Apr 4, 2018	no	Reston, VA	Previous registration
TD AMERITRADE, INC.	Former SEC adviser	Apr 27, 2017	Apr 4, 2018	no	RESTON, VA	Previous registration
SCOTTRADE INVESTMENT MANAGEMENT	Former SEC adviser	Jan 27, 2017	Apr 5, 2017	no	SAINT LOUIS, MO	Previous registration
STRATEGIC ADVISERS LLC	National bd RIA	Jul 22, 2015	Sep 13, 2016	no	BETHESDA, MD	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
SAGEVEST WEALTH MANAGEMENT	CAPITOL SECURITIES MANAGEMENT, INC.	Sep 12, 2018	Feb 13, 2019	154	Firm change	RIA to RIA
TD AMERITRADE, INC.	TD AMERITRADE INVESTMENT MANAGEMENT, LLC	Apr 4, 2018	May 1, 2017	-338	Channel change	Other
TD AMERITRADE INVESTMENT MANAGEMENT, LLC	SAGEVEST WEALTH MANAGEMENT	Apr 4, 2018	Apr 25, 2018	21	Firm change	RIA to RIA
SCOTTRADE INVESTMENT MANAGEMENT	TD AMERITRADE, INC.	Apr 5, 2017	Apr 27, 2017	22	Channel change	Other
STRATEGIC ADVISERS LLC	SCOTTRADE INVESTMENT MANAGEMENT	Sep 13, 2016	Jan 27, 2017	136	Firm change	Other

Relationships

Registered with (6)

→ CAPITOL SECURITIES MANAGEMENT, INC.Registered adviserregistration: current employment
Feb 13, 2019 to presentfactForm ADV
→ SAGEVEST WEALTH MANAGEMENTRegistered adviserregistration: previous registration
Apr 25, 2018 to Sep 12, 2018factForm ADV
→ TD AMERITRADE INVESTMENT MANAGEMENT, LLCRegistered adviserregistration: previous registration
May 1, 2017 to Apr 4, 2018factForm ADV
→ TD AMERITRADE, INC.Registered adviserregistration: previous registration
Apr 27, 2017 to Apr 4, 2018factForm ADV
→ SCOTTRADE INVESTMENT MANAGEMENTRegistered adviserregistration: previous registration
Jan 27, 2017 to Apr 5, 2017factForm ADV
→ STRATEGIC ADVISERS LLCRegistered adviserregistration: previous registration
Jul 22, 2015 to Sep 13, 2016factForm ADV

Dated events

No dated event names this entity yet.