Evan Michael Shiley
Investment adviser representative at Sevenbridge Financial Group, LLC
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$731.1MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Sevenbridge Financial Group, LLCApr 2025 to now
- Cambridge Investment Research Advisors, Inc.Apr 2022 to Apr 2025
- Cambridge Investment Research, Inc.Apr 2022 to Apr 2025
- Concourse Financial Group AdvisorsJun 2021 to May 2022
- Concourse Financial Group Securities, Inc.Aug 2019 to May 2022
- Kca Wealth ManagementJun 2018 to Apr 2025
- Lebanon Valley CollegeAug 2015 to May 2019
- Event Central Rental and SalesJul 2015 to Aug 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (PA).
Sevenbridge Financial Group, LLC
$731.1MAssets managed
401Clients
3Advisers
11 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6949682
- Firm CRD
- 281037