Unclaimed Profile

Jeremy Michael Shevlin

TORO WEST CAPITAL ADVISORS, LLC·LOUISVILLE, Colorado

SIE, Series 7, Series 63CFPClean record21 years registeredTORO 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 · 21 years registered

Brand Profile

Not yet started

Career History

TORO WEST CAPITAL ADVISORS

Jul 2024 – present

AVEO CAPITAL PARTNERS, LLC

Aug 2020 – Jul 2024

ENGLEWOOD, CO

CRESSET ASSET MANAGEMENT, LLC

Jan 2019 – Apr 2020

Denver, CO

CRESTONE ASSET MANAGEMENT LLC

Jan 2017 – Jan 2019

BOULDER, CO

CRESTONE ASSET MANAGEMENT LLC

Jul 2005 – Dec 2016

BOULDER, CO

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Registration record

First registered · July 11, 2005

Years registered · 21

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

TORO WEST CAPITAL ADVISORS, LLC

CRD 331265 · SEC 801-130476

AUM

$198M

Regulatory assets under management

Employees

28 client accounts

Services offered by TORO WEST CAPITAL ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at TORO WEST CAPITAL ADVISORS, LLC →

Introduction

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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 holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

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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