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Nicholas Edward Shevland

Breakwater Wealth Management

Millville, DE

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Current Employers
Breakwater Wealth Management

Millville, DE • United States

Current Registrations

AuthorityCategoryStatusDate
DE RA APPROVED 2022-07-05
  • DE RA
    APPROVED
    Since 2022-07-05

Branch Locations

Millville, DE • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Morgan Stanley Lewes DE 04/2013 11/2017
Morgan Stanley Private Bank, National Association New York NY 01/2015 11/2017
Janney Montgomery Scott, Llc Greenville DE 11/2017 01/2022
Dt Investment Partners, Llc Chadds Ford PA 02/2022 07/2022
Breakwater Wealth Management Millville DE 07/2022 Present
Previous Registrations
Other Businesses

Insurance agent; yes; Millville, DE; recommendation of insurance products; 05/2022; 1hr/mo

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2013-06-27
  • S66 Uniform Combined State Law Examination
    2013-06-27
Designations

View on SEC IAPD

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