AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
AE

Adam C. Evans

FORESIDE FUNDS DISTRIBUTORS LLC
Mclean, VA 22102
Some features on this profile are disabled
CRD#: 2359358
AE

Professional summary


Adam Christopher Evans, CIMA®, who also goes by Adam C Evans, Adam Christopher Evans, is a registered financial professional currently at FORESIDE FUNDS DISTRIBUTORS LLC located in Mclean, Virginia.

Adam is registered as a RR (Registered Representative) and started their career in finance in 1994. Adam has worked at 16 firms and has passed the Series 63, Series 65, Series 31, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Adam C Evans | Adam Christopher Evans

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.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - BD


Click below to view Adam Christopher Evans's 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®
CIMA®

Experience


Current

June 9, 2025 - Present

FORESIDE FUNDS DISTRIBUTORS LLC

Office #1: 1753 Pinnacle Dr. 12th Floor, Mclean, VA 22102
BD
CRD#: 31334
Mclean, VA
Past

July 15, 2024 - April 1, 2025

WEALTHFORGE SECURITIES, LLC

BD
CRD#: 152550
RICHMOND, VA
Past

March 3, 2017 - June 12, 2024

LAZARD ASSET MANAGEMENT SECURITIES LLC

BD
CRD#: 129119
NEW YORK, NY
Past

June 17, 2013 - February 15, 2017

FORESIDE FUND SERVICES, LLC

BD
CRD#: 46106
DALLAS, TX
Past

September 14, 2011 - June 14, 2013

QUASAR DISTRIBUTORS, LLC

BD
CRD#: 103848
PORTLAND, ME
Past

October 28, 2008 - June 8, 2011

PUTNAM INVESTMENT MANAGEMENT, LLC

RIA
CRD#: 106629
BOSTON, MA
Past

October 27, 2008 - June 8, 2011

PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP

BD
CRD#: 7325
BOSTON, MA
Past

October 26, 2007 - October 17, 2008

CALAMOS WEALTH MANAGEMENT LLC

RIA
CRD#: 143490
NAPERVILLE, IL
Past

July 10, 2006 - October 17, 2007

CALAMOS ADVISORS LLC

RIA
CRD#: 105758
NAPERVILLE, IL
Past

July 10, 2006 - October 17, 2008

CALAMOS FINANCIAL SERVICES LLC

BD
CRD#: 19850
NAPERVILLE, IL
Past

February 9, 2004 - July 10, 2006

TCW INVESTMENT MANAGEMENT COMPANY LLC

RIA
CRD#: 106546
LOS ANGELES, CA
Past

December 8, 2003 - July 13, 2006

TCW FUNDS DISTRIBUTORS LLC

BD
CRD#: 16670
LOS ANGELES, CA
Past

September 15, 1998 - December 4, 2003

INSIGHT CAPITAL RESEARCH & MANAGEMENT INC

RIA
CRD#: 105570
THE COLONY, TX
Past

July 12, 1995 - August 6, 1998

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
NEW YORK, NY
Past

March 28, 1994 - May 18, 1995

IDS LIFE INSURANCE COMPANY

BD
CRD#: 6321
MINNEAPOLIS, MN
Past

March 28, 1994 - May 18, 1995

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
MINNEAPOLIS, MN

State Registrations and Notice Filings


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

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Arizona
(6/9/2025)
RR
Arkansas
(6/9/2025)
RR
Kansas
(6/9/2025)
RR
Louisiana
(6/9/2025)
RR
Missouri
(6/9/2025)
RR
New Mexico
(6/9/2025)
RR
Oklahoma
(6/9/2025)
RR
Texas
(6/9/2025)
RR
Utah
(6/9/2025)

Exams


State Security Law Exam
RR
Series 63
Date: 4/3/2009
Uniform Securities Agent State Law Examination
State Security Law Exam
General Industry/Product Exam
RR
Series 31
Date: 12/18/2020
Futures Managed Funds Examination
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


FF
FORESIDE FUNDS DISTRIBUTORS LLC
440 FINANCIAL DISTRIBUTORS, INC. | PFPC DISTRIBUTORS, INC. | FORESIDE FUNDS DISTRIBUTORS LLC | FIRST DATA DISTRIBUTORS, INC. | BNY MELLON DISTRIBUTORS LLC | BNY MELLON DISTRIBUTORS INC.

CRD#: 31334 / SEC#: , 8-45467

BD
Broker-Dealer Firm Regulated by FINRA (Boston district office)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information


Main Address
190 Middle Street Suite 301, Portland, ME 04101
Mailing Address
190 Middle Street Suite 301, Portland, ME 04101
Phone number
(866) 251-6920
Established
Delaware since 01/30/2012
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (53 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Direct owners and executive officers


NamePositionCRD#
FORESIDE DISTRIBUTORS LLCDIRECTOR OWNER/SOLE MEMBER
BRUNNER, JENNIFER ANNEVP/CHIEF COMPLIANCE OFFICER1137783
COWAN, TERESA MARIA KAZMIERSKIPRESIDENT/MANAGER/DIRECTOR1544189
EDELMAN, GABRIELSECRETARY6654419
LA FOND, SUSAN LORENETREASURER4512785
LANZA, CHRISTOPHER CONTEVICE PRESIDENT2184856
MACCHIA, KATE SCHENDELVICE PRESIDENT4863973
SOMMERS, WESTONCFO/FINOP5290145

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.

Company Information


FORESIDE FUNDS DISTRIBUTORS LLC

CRD#: 31334Mclean, VA 22102

TRUST BUT VERIFY

Monitor Adam Evans

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Raylonte Marqui Roach
Raylonte RoachAdvisorCheck Check Mark
EAGLE STRATEGIES LLC
IAR
RR
BETHESDA, MD
EC
Erin CainesAdvisorCheck Check Mark
EAGLE STRATEGIES LLC
IAR
RR
DERWOOD, MD
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics