RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.
N••••••• E••••• S•••••••
- Professional profile
- linkedin.com/in/nicholas-shevland-cfa®-cfp®-18230386reportedadviserinfo.sec.govForm ADV Item 1.I, Sep 14, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- B••••••••• W••••• M••••••••• state registered currentsince Jul 5, 2022 · Millville, De
- D• I••••••••• P•••••••• L•• independent RIAFeb 3, 2022 to Jul 5, 2022 · Chadds Ford, Pa
- J••••• M••••••••• S•••• L•• BD affiliatedNov 2, 2017 to Feb 9, 2022 · Greenville, De
- M••••• S•••••• wirehouseJun 27, 2013 to Nov 3, 2017 · Rehoboth Beach, De
- D• I••••••••• P•••••••• L•• to B••••••••• W••••• M•••••••••left Jul 5, 2022, registered Jul 5, 2022 (0 days) · RIA to a state-registered adviser
- J••••• M••••••••• S•••• L•• to D• I••••••••• P•••••••• L••left Feb 9, 2022, registered Feb 3, 2022 (-6 days) · Affiliated broker-dealer or bank to independent RIA
- M••••• S•••••• to J••••• M••••••••• S•••• L••left Nov 3, 2017, registered Nov 2, 2017 (-1 days) · Other · moved with a team
- N••••••• E••••• S••••••• left D• I••••••••• P•••••••• L•• for B••••••••• W••••• M••••••••• (registered 2022-07-05)Jul 5, 2022 · Advisor changed firm · fact
- N••••••• E••••• S••••••• left J••••• M••••••••• S•••• L•• for D• I••••••••• P•••••••• L•• (registered 2022-02-03)Feb 9, 2022 · Advisor changed firm · fact
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- STATE REGISTEREDderived
- Years in industry
- 13derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address