Guido F. Evangelista
Professional summary
Guido Filippio Vincenzo Evangelista, who also goes by Guisano Evangelista, Gwedo Evangelista, is a registered financial advisor currently at THE CHARLES TOWNE AGENCY located in Mcclellanville, South Carolina.
Guido is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Guido has worked at 2 firms and has passed the Series 65 exam.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Guido Filippio Vincenzo Evangelista's CRS (Customer Relationship Summary).
Certified licenses
Experience
February 28, 2025 - Present
THE CHARLES TOWNE AGENCY
July 27, 2021 - January 27, 2023
EURO DOLLAR FINANCIAL GROUP INC
January 8, 2020 - June 16, 2020
EURO DOLLAR FINANCIAL GROUP INC
August 29, 2018 - December 31, 2019
EURO DOLLAR FINANCIAL GROUP INC
November 18, 2015 - December 31, 2018
EURO DOLLAR FINANCIAL GROUP INC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(2/28/2025)
Current Firm
THE CHARLES TOWNE AGENCY
CRD#: 331489 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 4 |
| AUM (Assets Under Management) | $ 100 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.