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Jeremy Michael Shevlin

TORO WEST CAPITAL ADVISORS, LLC·LOUISVILLE, Colorado
Clean recordTORO WEST CAPITAL ADVISORS, LLC
357 MCCASLIN BLVD., SUITE 200, LOUISVILLE, CO 80027CRD# 4839266Firm CRD# 331265

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jeremy Michael Shevlin · LOUISVILLE, CO
Registration
CRD #4839266 · TORO WEST CAPITAL ADVISORS, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Jeremy Michael Shevlin is a registered financial advisor based in LOUISVILLE, Colorado, affiliated with TORO WEST CAPITAL ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
TORO WEST CAPITAL ADVISORS, LLC
TORO WEST CAPITAL ADVISORS
AUM
$198M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at TORO WEST CAPITAL ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 4839266
Firm CRD# 331265
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jeremy Michael Shevlin offer?
Jeremy Michael Shevlin specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in LOUISVILLE, Colorado for a consultation.
What are Jeremy Michael Shevlin's credentials?
Jeremy Michael Shevlin is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jeremy Michael Shevlin located?
Jeremy Michael Shevlin is based in LOUISVILLE, Colorado, working with TORO WEST CAPITAL ADVISORS, LLC. Their office serves clients in the LOUISVILLE metropolitan area and surrounding communities.
How does Jeremy Michael Shevlin charge for services?
Jeremy Michael Shevlin's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is TORO WEST CAPITAL ADVISORS, LLC?
TORO WEST CAPITAL ADVISORS, LLC has approximately 4 employees and manages $198M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at TORO WEST CAPITAL ADVISORS, LLC

Chris Matthew Rebich
LOUISVILLE, CO

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Research
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