Chase Shields has been an investment adviser representative at DVB Private Wealth since September 2026, and is not listed among the firm’s executive officers or direct owners.
DVB Private Wealth LLC is a Harrisburg, PA firm with $226M under management, 249 clients and 4 advisers across 2 offices, as of its September 2026 filing.
- DVB Private WealthCurrent– present · under a yearHarrisburg, PA · Adviser representative · Firm CRD 341684
Investment adviser representative registrations
Chase Shields is registered as an investment adviser representative in Pennsylvania, since September 2026.
- PennsylvaniaSince 27 September 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 28 January 2026 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Chase Anthony Shields
- CRD
- 7836266
- Firm
- DVB Private Wealth · CRD 341684
- Office
- 4800 LINGLESTOWN ROAD, SUITE 304, Harrisburg, PA 17112
- Registration
- Investment adviser registration
- In the industry since
- September 2026
- Disciplinary history
- Not yet shown here · SEC record
Where does Chase Shields work?
Chase Shields is an investment adviser representative registered through DVB Private Wealth LLC since September 2026, and is not listed among the firm’s executive officers or direct owners.
Is Chase Shields a financial advisor?
Yes. Chase Shields has a current investment-adviser registration in Pennsylvania, through DVB Private Wealth since September 2026.
How many years of experience does Chase Shields have?
Chase Shields has 0 years in the financial industry, since September 2026, across 1 adviser firm.
What exams has Chase Shields passed?
Chase Shields passed the Series 65 in January 2026.
Where is Chase Shields based?
Chase Shields’ registered office is in Harrisburg, PA.
Is Chase Shields registered with FINRA?
No. Chase Shields has no current broker registration.
How can I verify Chase Shields’ record?
Search CRD 7836266 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Chase Shields’ full registration record.