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DE

David M. Evatz

BELLMARK PARTNERS
BOSTON, MA 02109
Some features on this profile are disabled
CRD#: 2936853
DE

Professional summary

David Matthew Evatz is a registered financial professional currently at BELLMARK PARTNERS, LLC located in Boston, Massachusetts.

David is registered as a RR (Registered Representative) and started their career in finance in 1997. David has worked at 4 firms and has passed the Series 63, Series 79TO, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

None

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 David Matthew Evatz'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®
None

Experience

Current

April 2, 2025 - Present

BELLMARK PARTNERS, LLC

Office #1: 75 Central Street 2nd Floor, Boston, MA 02109
BD
CRD#: 155357
BOSTON, MA
Past

April 5, 2004 - March 10, 2025

STOUT CAPITAL, LLC

BD
CRD#: 127302
CHICAGO, IL
Past

October 8, 1998 - December 31, 2002

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
NEW YORK, NY
Past

October 8, 1997 - October 8, 1998

CITICORP SECURITIES, INC.

BD
CRD#: 7474
NEW YORK, NY

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
Massachusetts
(4/2/2025)
RR
Ohio
(4/2/2025)

Exams

State Security Law Exam
RR
Series 63
Date: 9/18/1997
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 79TO
Date: 1/2/2023
Investment Banking Registered Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 9/16/1997
General Securities Representative Examination
SRO Registrations
RR
FINRA

Current Firm

BP
BELLMARK PARTNERS, LLC
BELLMARK PARTNERS, LLC

CRD#: 155357 / SEC#: , 8-68714

BD
Broker-Dealer Firm Regulated by FINRA (Boston district office)
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Contact information

Main Address
75 Central Street 2nd Floor, Boston, MA 02109
Mailing Address
75 Central Street 2nd Floor, Boston, MA 02109
Phone number
(617) 574-9900
Established
Delaware since 03/17/2009
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (2 States and Territories)

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

Documents

Direct owners and executive officers

NamePositionCRD#
GESMONDI, DAVID MARKMANAGING DIRECTOR, CHIEF COMPLIANCE OFFICER, EXEC. REP., AMLCO3123435
VOLLMER, ANDREW RALPHMANAGING DIRECTOR2196519
CONRY, DONNA MARIECFO, FINOP5768367

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

BELLMARK PARTNERS, LLC

CRD#: 155357Boston, MA 02109

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