Breakwater Wealth Management

Breakwater Wealth Management (CRD# 322057) is a financial advisory firm headquartered in , . They manage $22,673,651 in 69 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
https://www.linkedin.com/in/nicholas-shevland-cfa®-cfp®-18230386/
By the Numbers
  • Total Assets Under Management
    23
    MILLION
  • Total Number of Accounts
    69
    ACCOUNTS
  • Average Account Value
    $328,604
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

DE

Financial Advisors at Breakwater Wealth Management
Showing 1 - 1 of 1 top financial advisors.
1
Nicholas Shevland, financial advisor Millville DE
Nicholas E. Shevland
CRD#: 6185984
Millville, DE

Nicholas Shevland (CRD# 6185984) is an Investment Advisor Representative working at Breakwater Wealth Management in Millville, DE and has over 10 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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