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ES

Evangeline Stratis

BISON WEALTH
BROOKSVILLE, FL
Some features on this profile are disabled
CRD#: 4220133
ES

Professional summary

Evangeline Stratis, who also goes by Evangeline Caldwell, Evangeline Smith, is a registered financial advisor currently at BISON WEALTH, LLC located in Brooksville, Florida.

Evangeline is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Evangeline has worked at 15 firms and has passed the Series 66, Series 63, Series 7TO, Series 6TO, SIE, Series 7, Series 6 and Series 24 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Evangeline Caldwell | Evangeline Smith

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.
11/2001 Independent Licensed insurance Agent; Investment Related; Florida; Life, health, Variable

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Evangeline Stratis'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

January 8, 2025 - Present

BISON WEALTH, LLC

RIA
CRD#: 299805
BROOKSVILLE, FL
Past

February 3, 2023 - December 31, 2024

BISON WEALTH, LLC

RIA
CRD#: 165931
Brooksville, FL
Past

May 9, 2021 - December 31, 2022

THE PACIFIC FINANCIAL GROUP, INC.

RIA
CRD#: 105203
Riverview, FL
Past

June 24, 2019 - April 14, 2021

INDEPENDENT FINANCIAL PARTNERS

RIA
CRD#: 125112
Riverview, FL
Past

May 22, 2019 - April 15, 2021

IFP SECURITIES, LLC

BD
CRD#: 297287
TAMPA, FL
Past

February 27, 2019 - May 23, 2019

IHT WEALTH MANAGEMENT LLC

RIA
CRD#: 171481
St. Petersburg, FL
Past

August 6, 2013 - December 24, 2018

INDEPENDENT FINANCIAL PARTNERS

RIA
CRD#: 125112
TAMPA, FL
Past

April 11, 2012 - July 15, 2013

LPL FINANCIAL LLC

RIA
CRD#: 6413
ST. PETERSBURG, FL
Past

August 26, 2011 - June 6, 2019

LPL FINANCIAL LLC

BD
CRD#: 6413
ST. PETERSBURG, FL
Past

April 21, 2010 - July 28, 2011

ANDERSON & STRUDWICK, INCORPORATED

RIA
CRD#: 48
TAMPA, FL
Past

April 12, 2010 - July 28, 2011

ANDERSON & STRUDWICK, INCORPORATED

BD
CRD#: 48
TAMPA, FL
Past

March 31, 2010 - April 15, 2010

J.P. TURNER & COMPANY, L.L.C.

BD
CRD#: 43177
TAMPA, FL
Past

May 15, 2006 - March 31, 2010

GUNNALLEN FINANCIAL, INC

RIA
CRD#: 17609
TAMPA, FL
Past

May 12, 2006 - March 31, 2010

GUNNALLEN FINANCIAL, INC

BD
CRD#: 17609
TAMPA, FL
Past

October 25, 2005 - June 8, 2006

QA3 FINANCIAL CORP.

BD
CRD#: 14754
ST PETERSBURG, FL
Past

November 4, 2004 - September 30, 2005

GUNNALLEN FINANCIAL, INC

RIA
CRD#: 17609
TAMPA, FL
Past

November 1, 2004 - September 30, 2005

GUNNALLEN FINANCIAL, INC

BD
CRD#: 17609
TAMPA, FL
Past

February 26, 2003 - October 26, 2004

INVEST FINANCIAL CORPORATION

RIA
CRD#: 12984
TAMPA, FL
Past

February 6, 2003 - October 26, 2004

INVEST FINANCIAL CORPORATION

BD
CRD#: 12984
APPLETON, WI
Past

October 31, 2002 - January 13, 2003

CHASE INVESTMENT SERVICES CORP.

RIA
CRD#: 25574
TAMPA, FL
Past

October 31, 2002 - January 13, 2003

CHASE INVESTMENT SERVICES CORP.

BD
CRD#: 25574
CHICAGO, IL
Past

January 14, 2002 - October 18, 2002

VALIC FINANCIAL ADVISORS, INC.

RIA
CRD#: 42803
TAMPA, FL
Past

January 14, 2002 - October 18, 2002

VALIC FINANCIAL ADVISORS, INC.

BD
CRD#: 42803
HOUSTON, TX
Past

September 25, 2000 - January 16, 2002

T. ROWE PRICE INVESTMENT SERVICES, INC.

BD
CRD#: 8348
BALTIMORE, MD

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".
BW
BISON WEALTH, LLC
ANDERSEN WEALTH | ZENITH RETIREMENT PLANNING | UTURN EQUITY, INC. | TRUADVICE WEALTH MANAGEMENT | TRUADVICE LLC | TRINITY STREET FINANCIAL | THE HOLLOWAY PARTNERSHIP | SOLID WEALTH COMPANY | SERVE AND PROTECT FINANCIAL | SAFE HARBOR RETIREMENT ADVISORS INC. | ROADMAP ADVISORS, INC. | RETIREMENT KEY | MILLANG FINANCIAL | LONG FINANCIAL SERVICES | LIGHTMAN CAPITAL, LLC. | LAWRENCE SASSO INSURANCE AND FINANCIAL SERVICES | HAM ASSET MANAGEMENT | GULF HARBOR FINANCIAL, INC | FOGUTH FINANCIAL GROUP | F2 FINANCIAL FREEDOM | EDWARDS FINANCIAL STRATEGIES | CAPITAL DEFENDER ADVISORS | BISON WEALTH, LLC | BISON ADVISORS, LLC | BISON ADVISORS | ARMIS ADVISERS, LLC | ARMIS ADVISERS

CRD#: 299805 / SEC#: 801-114547

RIA
Registered Investment Advisory firm - (1/30/2019 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
Florida
(1/8/2025)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 5/21/2001
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 11/6/2000
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 8/3/2022
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6TO
Date: 8/3/2022
Investment Company Products/Variable Contracts Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 4/3/2001
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 9/22/2000
Investment Company Products/Variable Contracts Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 8/3/2022
General Securities Principal Examination

Current Firm

BW
BISON WEALTH, LLC
ANDERSEN WEALTH | ZENITH RETIREMENT PLANNING | UTURN EQUITY, INC. | TRUADVICE WEALTH MANAGEMENT | TRUADVICE LLC | TRINITY STREET FINANCIAL | THE HOLLOWAY PARTNERSHIP | SOLID WEALTH COMPANY | SERVE AND PROTECT FINANCIAL | SAFE HARBOR RETIREMENT ADVISORS INC. | ROADMAP ADVISORS, INC. | RETIREMENT KEY | MILLANG FINANCIAL | LONG FINANCIAL SERVICES | LIGHTMAN CAPITAL, LLC. | LAWRENCE SASSO INSURANCE AND FINANCIAL SERVICES | HAM ASSET MANAGEMENT | GULF HARBOR FINANCIAL, INC | FOGUTH FINANCIAL GROUP | F2 FINANCIAL FREEDOM | EDWARDS FINANCIAL STRATEGIES | CAPITAL DEFENDER ADVISORS | BISON WEALTH, LLC | BISON ADVISORS, LLC | BISON ADVISORS | ARMIS ADVISERS, LLC | ARMIS ADVISERS

CRD#: 299805 / SEC#: 801-114547

RIA
Registered Investment Advisory firm - (1/30/2019 Approved)
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Contact information

Main Address
3550 Lenox Road Ne Suite 2550, Atlanta, GA 30326
Mailing Address
Phone number
(404) 841-2224
Established
Firm type
Fiscal year end
# of Employees
78

SEC notice filing (32 States and Territories)

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

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

BISON WEALTH ADV 2A (1/21/2025)

Regulatory assets under management

Total Number of Accounts9,112
AUM (Assets Under Management)$ 2,753,091,446

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

BISON WEALTH, LLC

CRD#: 299805Brooksville, FL

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