Evan D. Rose
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Evan Denali Rose was a registered financial professional .
Evan is a previously registered financial professional and started their career in finance in 1986. Evan had worked at 7 firms and has passed the Series 65, Series 63 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
September 28, 2012 - April 30, 2026
ALASKA PERMANENT CAPITAL MANAGEMENT, LLC
March 2, 1998 - October 16, 1998
RBC CAPITAL MARKETS, LLC
January 2, 1998 - March 2, 1998
DAIN RAUSCHER INCORPORATED
June 17, 1991 - January 2, 1998
RAUSCHER PIERCE REFSNES, INC.
January 5, 1988 - July 25, 1990
PACIFIC SECURITIES, INC.
January 27, 1987 - January 16, 1988
MORGAN STANLEY DW INC.
April 9, 1986 - December 5, 1986
FINANCIAL MARKET SECURITIES
Primary Firm SEC Registration
ALASKA PERMANENT CAPITAL MANAGEMENT, LLC
CRD#: 106233 / SEC#: 801-40501
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
ALASKA PERMANENT CAPITAL MANAGEMENT, LLC
CRD#: 106233 / SEC#: 801-40501
Contact information
SEC notice filing (1 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 189 |
| AUM (Assets Under Management) | $ 4,088,303,397 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
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