Jeffrey Daniel Evans
Professional Summary
Jeffrey Daniel Evans is a registered financial advisor currently at GREENWICH ADVISORS, LLC located in Greenwich, Connecticut. Jeffrey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1986. Jeffrey has worked at 5 firms and has passed the Series 65, Series 63, Series 7, Series 24 and Series 8 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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Years of Experience
40 years registered in the securities industry
Current & Past Employments
Current
Past
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Current Firm
CHRYSAETOS CAPITAL ADVISORS, LLC | GREENWICH ADVISORS, LLC
Contact Information
Main Address
112 Mason Street, Greenwich, CT 06830Phone Number
(203) 489-0700# of Employees
4SEC notice filing (6 States and Territories)
Registered to provide investment advisory services in 6 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
211AUM (Assets Under Management)
$293,191,795Exempt reporting advisers
| SEC / JURISDICTION | REPORTING STATUS | EFFECTIVE DATE |
|---|---|---|
| SEC | ERA - Withdrawn | 10/10/2013 |
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
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Primary Firm SEC Registration
CHRYSAETOS CAPITAL ADVISORS, LLC | GREENWICH ADVISORS, LLC
State Registrations and Notice Filings
(2/7/2018)
(10/22/2021)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 8 — General Securities Sales Supervisor Examination (Options Module & General Module)
Passed Nov 1990Similar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Jeffrey Daniel Evans's CRS (Customer Relationship Summary).
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