Bevin Nealon is a CFP-designated registered investment advisor, based in Shelton, CT, with 27 years of industry experience.
Location
1 Corporate Drive, Suite 225, Shelton, CT, 06484
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Purshe Kaplan Sterling InvestmentsBroker
January 2026 - Present · 3 mos
Procyon
December 2025 - Present · 4 mos
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
March 2017 - December 2025 · 8 yrs 9 mos
Wells Fargo Advisors
March 2017 - December 2025 · 8 yrs 9 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
February 2003 - March 2017 · 14 yrs 1 mo
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 2002 - March 2017 · 14 yrs 5 mos
Salomon Smith Barney INC.Broker
September 1997 - November 2001 · 4 yrs 2 mos
State Registrations8 states
CACOCTFLMANCNYSC
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.