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William John Shevlin

NEW Century Financial Group, LLC

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About William John Shevlin

William John Shevlin is a registered investment advisor representative with New Century Financial Group, LLC in Princeton, New Jersey. William has been in the financial services industry since 1995 and is registered with the states of Florida, Maryland, Massachusetts, New Jersey, New York, North Carolina, Pennsylvania, Virginia and Washington. William is also registered with the Securities and Exchange Commission (SEC) as an investment advisor representative (IAR) and has been registered with the SEC since 2002. William offers a variety of services to his clients, including financial planning, portfolio management, and selection of other advisors. William holds Series 7, 63 and 65 licenses.

Firm Information

William Shevlin is currently registered with NEW Century Financial Group, LLC. NEW Century Financial Group, LLC is an investment advisory firm based in Princeton, NJ. The firm provides financial planning, educational seminars, and portfolio management services to individuals, high-net-worth individuals, corporations, and charitable organizations. They have approximately $201.7 million in regulatory assets under management.
NEW Century Financial Group, LLC

ONE AIRPORT PLACE

PRINCETON, NJ 08540

$201.73M

Assets Under Management

Not reported

Total Clients

11

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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William Shevlin’s Registration & Firm History

NJ

11/02/2018 - Present

NEW Century Financial Group, LLC (PRINCETON NJ)

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Licenses & Designations

IA

Issued 08/12/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/28/1995

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/05/1995

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for William John Shevlin.
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