Evelyn E. Sheridan
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.
Evelyn Elizabeth Sheridan, CFP®, who also goes by Evelyn E Hymes, Evelyn E Hymes Hymes, Evelyn M Hymes, was a registered financial professional .
Evelyn is a previously registered financial professional and started their career in finance in 1996. Evelyn had worked at 5 firms and has passed the Series 63, SIE 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
Start date: 2001
Experience
April 6, 2018 - December 31, 2021
PROVISE MANAGEMENT GROUP, LLC
April 28, 2016 - December 31, 2021
KESTRA ADVISORY SERVICES, LLC
January 5, 2006 - September 22, 2016
KESTRA INVESTMENT SERVICES, LLC
July 20, 2001 - December 31, 2021
KESTRA INVESTMENT SERVICES, LLC
September 1, 1998 - July 23, 2001
FFP SECURITIES, INC.
December 2, 1996 - September 1, 1998
RAYMOND JAMES FINANCIAL SERVICES, INC.
Primary Firm SEC Registration
PROVISE MANAGEMENT GROUP, LLC
CRD#: 105375 / SEC#: 801-32172
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
PROVISE MANAGEMENT GROUP, LLC
CRD#: 105375 / SEC#: 801-32172
Contact information
SEC notice filing (22 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 3,439 |
| AUM (Assets Under Management) | $ 1,804,308,550 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/23/2025 | ||
| 01/16/2025 | ||
| 11/01/2023 | ||
| 12/07/2022 |
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.
