Charles C. Evangelakos

PALLAS CAPITAL ADVISORS

Braintree, MA 02184

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CRD#: 2349616

Professional summary

Charles Costa Evangelakos, who also goes by Charles C Evangelakos, Charlie Evangelakos, is a registered financial advisor currently at PALLAS CAPITAL ADVISORS, LLC located in Braintree, Massachusetts.

Charles is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1993. Charles has worked at 9 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Charles C Evangelakos | Charlie Evangelakos

Other business activities

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.

1) Fixed Insurance. Investment related. 84 Braintree Hill Office Park, Braintree, MA 02184. Fixed insurance. Agent. 10/01/2022. 8hrs monthly. 8 hrs during trading. Provide insurance advice based on the needs of client(s). 2)1700 Beacon Street Realty. Investment Related. 1700- 1706 Beacon St. Brookline, MA 02446. Rental Estate. Owner. 2 Hr monthly. 0 during trading. 03/1993. collect rents and manage finances. 3)CNT,LLC; investment related;83 Hammondswood Rd,Chestnut Hill, MA; holding company; owner; 1990; 2 hrs/month;0 hrs during trading; owner at commercial real estate investment ,collect rents, outside management company maintains the property. 4)MBE,LLC;investment-related;45 Braintree Hill Office Park,Ste 201, Braintree,MA 02184;holding company that is 100% owner of Pallas Capital Advisors,LLC;33.33% owner;9/19/2022;0 hrs/month;0 hrs during trading;1/3 shareholder of holding company 5)Chapel Hill Chauncy Hall School; not investment-related; 785 Beaver St, Waltham, MA 02452; trustee and finance committee member; quarterly meetings; no compensation 6)Brookline Community Foundation; not investment-related; 40 Webster Pl, Brookline, MA 02445; professional advisors committee member; quarterly meetings; no compensation

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Charles Costa Evangelakos's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

November 16, 2020 - Present

PALLAS CAPITAL ADVISORS, LLC

Office #1: 45 Braintree Hill Office Park Suite 201, Braintree, MA 02184

RIA

CRD#: 310327

Braintree, MA

Past

August 23, 2023 - September 24, 2024

PURSHE KAPLAN STERLING INVESTMENTS

CRD#: 35747

Braintree, MA

Past

July 19, 2019 - December 1, 2020

NEWEDGE ADVISORS

RIA

CRD#: 171351

BRAINTREE, MA

Past

July 19, 2019 - May 23, 2023

TRIAD ADVISORS LLC

CRD#: 25803

Braintree, MA

Past

October 2, 2001 - May 4, 2006

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

CRD#: 2580

FORT WAYNE, IN

Past

August 23, 2000 - July 23, 2019

OSAIC FA, INC.

RIA

CRD#: 3978

BOSTON, MA

Past

July 31, 1999 - July 23, 2019

OSAIC FA, INC.

CRD#: 3978

BOSTON, MA

Past

May 13, 1998 - July 27, 1999

PRUDENTIAL EQUITY GROUP, LLC

CRD#: 7471

NEW YORK, NY

Past

February 25, 1997 - December 31, 1997

EQUITY SERVICES, INC.

CRD#: 265

MONTPELIER, VT

Past

August 24, 1993 - December 10, 1996

LINCOLN FINANCIAL DISTRIBUTORS, INC.

CRD#: 145

RADNOR, PA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

PALLAS CAPITAL ADVISORS, LLC

CRD#: 310327 / SEC#: 801-119646

RIA

Registered Investment Advisory firm - (11/12/2020 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Massachusetts
(11/16/2020)

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

State Security Law Exam

IAR

Series 65

Date: 1/4/2000

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 7/6/1993

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 5/8/2000

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 8/23/1993

Investment Company Products/Variable Contracts Representative Examination

Current Firm

PALLAS CAPITAL ADVISORS, LLC

CRD#: 310327 / SEC#: 801-119646

RIA

Registered Investment Advisory firm - (11/12/2020 Approved)

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Contact information

Main Address

45 Braintree Hill Office Park Suite 201, Braintree, MA 02184

Mailing Address

Phone number

(781) 971-5052

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (26 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

PALLAS DISCLOSURE BROCHURE (9/8/2025)

Regulatory assets under management

Total Number of Accounts	3,780
AUM (Assets Under Management)	$ 3,195,166,308

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.

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Advisor Monitoring

Firm Stability Insights

Charles C. Evangelakos

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Charles Costa Evangelakos's CRS (Customer Relationship Summary).

Certified licenses

Experience

PURSHE KAPLAN STERLING INVESTMENTS

NEWEDGE ADVISORS

TRIAD ADVISORS LLC

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

OSAIC FA, INC.

OSAIC FA, INC.

PRUDENTIAL EQUITY GROUP, LLC

EQUITY SERVICES, INC.

LINCOLN FINANCIAL DISTRIBUTORS, INC.

Primary Firm SEC Registration

PALLAS CAPITAL ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 1/4/2000

Series 63

Date: 7/6/1993

SIE

Date: 10/1/2018

Series 7

Date: 5/8/2000

Series 6

Date: 8/23/1993

Current Firm

PALLAS CAPITAL ADVISORS, LLC

Contact information

SEC notice filing (26 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

PALLAS CAPITAL ADVISORS, LLC

TRUST BUT VERIFY

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