Nicholas Shevland, financial advisor Rehoboth Beach DE
89 score

Nicholas Shevland

CRD Number: 6185984
Current Firm: Morgan Stanley

Nicholas Shevland (CRD# 6185984) is an Investment Advisor Representative working at Morgan Stanley in Rehoboth Beach, DE and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Morgan Stanley Private Bank, National Association New York, NY Jan 2015 - Current 1
Morgan Stanley Lewes, DE Apr 2013 - Current 3
M&t Bank/wilmington Trust Bethany Beach, DE Feb 2009 - Apr 2013 4
Unemployed N/a, DE Aug 2008 - Feb 2009 < 1
Resort Repairs Ocean View, DE May 2008 - Aug 2008 < 1
Unemployed N/a, DE Jan 2008 - May 2008 < 1
Pulte Homes Lewes, DE May 2005 - Jan 2008 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2013
Contact Info for Nicholas E. Shevland
Phone Number: 914-225-5510
Registered State(s):
  • DE
By the Numbers
  • Total Assets Under Management
    535,890
    MILLIONS
  • Total Number of Accounts
    1,563,538
    ACCOUNTS
  • Average Account Value
    $342,742
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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