Evan Michael Shiley

Employer firm

Sevenbridge Financial Group, LLC CRD 281037

$731M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 08/2015 → 05/2019
  Lebanon Valley College
  Annville, PA
• 07/2015 → 08/2017
  Event Central Rental And Sales
  Mechanicsburg, PA
• 04/2022 → 04/2025
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 04/2022 → 04/2025
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA
• 06/2019 → 04/2025
  Kca Wealth Management
  Camp Hill, PA
• 06/2021 → 05/2022
  Concourse Financial Group Advisors
  Camp Hill, PA
• 08/2019 → 05/2022
  Concourse Financial Group Securities, Inc.
  Camp Hill, PA
• 04/2025 → Present
  Sevenbridge Financial Group, Llc
  Harrisburg, PA
• 06/2018 → 06/2019
  Kca Wealth Management
  Camp Hill, PA

Previous Registrations

• 2022-04-30 → 2025-04-29
  Cambridge Investment Research Advisors, Inc.
  Camp Hill, PA
  Carlisle, PA
  Hershey, PA
  Carlisle, PA
• 2021-06-14 → 2022-05-01
  Concourse Financial Group Securities, Inc.
  Camp Hill, PA

Other Businesses

Cedar Cliff High School; not investment-related; 1301 Carlisle Rd, Camp Hill, PA. 17011; Football Coach; Assistant Offensive Line Coach; 1/1/2020; 20 hours per month; 0 during trading hours; Coach/mentor high school football players

Exams

• S66 Uniform Combined State Law Examination
  2021-06-14

Other Names

• Evan Michael Shiley
• Evan Shiley