Unclaimed Profile

Brian C. Shevland

BLUESTONE CAPITAL MANAGEMENT, LLC·WAYNE, Pennsylvania

SIE, Series 7, Series 24, Series 6623 years registeredBLUESTONE CAPITAL MANAGEMENT, LLC

37 WEST AVE, WAYNE, PA 19087CRD# 4570496Firm CRD# 157841

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Brian C. Shevland · WAYNE, PA

Registration

CRD #4570496 · BLUESTONE CAPITAL MANAGEMENT, LLC · 23 years registered

Brand Profile

Not yet started

Career History

EQUALIZE CAPITAL LLC

Jun 2026 – present

J. ALDEN ASSOCIATES, INC.

Mar 2026 – present

BLUESTONE CAPITAL MANAGEMENT, LLC

Feb 2013 – present

CPC FINANCIAL PLANNING, INC

Jun 2011 – Sep 2012

KING OF PRUSSIA, PA

ROYAL ALLIANCE ASSOCIATES, INC.

Dec 2004 – Sep 2012

MALVERN, PA

CAPITAL INVESTMENT SERVICES, INC.

May 2003 – Aug 2004

CHADDS FORD, PA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 66

Registration record

First registered · May 22, 2003

Years registered · 23

Disclosure History

2024Regulatory·Final

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

BLUESTONE CAPITAL MANAGEMENT, LLC

CRD 157841 · SEC 801-77657

AUM

$281M

Regulatory assets under management

Employees

174 client accounts

Services offered by BLUESTONE CAPITAL MANAGEMENT, LLC

Per Form ADV

Portfolio management (individuals)

Portfolio management (pooled investments)

Pension consulting

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

Pension & Retirement Plans

View all advisors at BLUESTONE CAPITAL MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Brian C. Shevland offer?

Brian C. Shevland specializes in Investment Management, Retirement Planning. Contact their office in WAYNE, Pennsylvania for a consultation.

What are Brian C. Shevland's credentials?

Brian C. Shevland is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Brian C. Shevland located?

Brian C. Shevland is based in WAYNE, Pennsylvania, working with BLUESTONE CAPITAL MANAGEMENT, LLC. Their office serves clients in the WAYNE metropolitan area and surrounding communities.

How does Brian C. Shevland charge for services?

Brian C. Shevland's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BLUESTONE CAPITAL MANAGEMENT, LLC?

BLUESTONE CAPITAL MANAGEMENT, LLC has approximately 4 employees and manages $281M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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