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Brian C. Shevland

Investment Adviser Representative at BLUESTONE CAPITAL MANAGEMENT, LLC

Palmas Del Mar, PRCRD #4570496Dual-registered
Disclosure(s) on record — verify on FINRA BrokerCheck
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
24 yrs
States Registered
3 states
Exams Passed
4

Registrations & licenses

Registration type
Dual-registered
Registered in 3 states
DelawarePennsylvaniaPuerto Rico
Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 10/16/2002
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 9/17/2002
Series 24
General Securities Principal Examination
Passed 12/17/2014

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Account minimum: $250,000

Firm-stated minimum; may be waived at the firm's discretion.

Source

Bluestone Capital Management, LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

EQUALIZE CAPITAL LLCCurrent
6/3/2026 – Palmas Del Mar, PR
J. ALDEN ASSOCIATES, INC.Current
3/3/2026 – Palmas Del Mar, PR
BLUESTONE CAPITAL MANAGEMENT, LLCCurrent
2/14/2013 – Wayne, PA
ROYAL ALLIANCE ASSOCIATES, INC.
12/14/2004 – 9/20/2012Malvern, PA
CPC FINANCIAL PLANNING, INC
6/28/2011 – 9/19/2012King Of Prussia, PA
CAPITAL INVESTMENT SERVICES, INC.
5/22/2003 – 8/23/2004Chadds Ford, PA

Official records & sources

FINRA BrokerCheck record
Official broker registration & regulatory record
SEC IAPD record
SEC investment adviser registration record

Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Brian C. Shevland has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

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