Corey Joseph Shevlin

Employer firm

Sound Income Strategies, LLC CRD 173272

$4.18B regulatory AUM 57 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2022 → 04/2026
  Prosperity Capital Advisors
  Westlake, OH
• 10/2020 → Present
  The Lynch Financial Group
  Red Bank, NJ
• 09/2021 → 04/2026
  The Pour House
  Tinton Falls, NJ
• 01/2020 → 10/2020
  The Peace Corp
  Tinton Falls, NJ
• 12/2019 → 03/2020
  The Feast Italian Kitchen
  Old Bridge, NJ
• 10/2019 → 03/2020
  The Downtown
  Red Bank, NJ
• 05/2018 → 10/2019
  Rooney's Ocean Front Restaurant
  Long Branch, NJ
• 06/2018 → 08/2018
  Monmouth County Prosecutor's Office
  Freehold, NJ
• 12/2014 → 05/2017
  Carlos Bakery
  Red Bank, NJ
• 02/2017 → 06/2019
  University Of Delaware
  Newark, DE
• 04/2026 → Present
  Sound Income Strategies, Llc
  Fort Lauderdale, FL

Previous Registrations

• 2022-10-05 → 2026-04-23
  Prosperity Capital Advisors
  Red Bank, NJ
  Westlake, OH

Other Businesses

(1) Fixed Insurance: Corey Shevlin is a licensed insurance agent conducting business from his registered location. In this capacity, he may offer fixed insurance products including but not limited to life insurance, annuities, disability insurance, long term care insurance and Medicare supplements and receives normal and customary commissions as a result of any sales. In addition, he may receive other compensation such as fixed life trails. Corey Shevlin spends approx. This encompasses approximately 10% of his business hours. 6 Drummond Place, Suite 2, Red Bank, NJ 07701. 2) The Lynch Financial Group. Investment Advisor Representative with where he offers investment advisory services. This encompasses approximately 90% of his business hours. 6 Drummond Place, Suite 2, Red Bank, NJ 07701.

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-09-20