Evan R. Batoff

E. BATOFF & CO.

TAMPA, FL 33605

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CRD#: 4663259

Professional summary

Evan Ross Batoff is a registered financial advisor currently at E. BATOFF & CO., INC. located in Tampa, Florida.

Evan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Evan has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

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.

NAME: LAW OFFICES OF DANA A. FRIEDLANDER, P.A (NON-INVESTMENT RELATED) 1726 EAST 7TH AVENUE TAMPA, FL 33605 NATURE OF BUSINESS: LAW OFFICE TITLE: VICE PRESIDENT AND TREASURER POSITION: PART-TIME ASSOCIATE START DATE OF RELATIONSHIP: 02/2003 HOURS/MONTH: 80 HOURS/MONTH DURING TRADING HOURS: 40 DUTIES: ASSIST IN MANAGEMENT OF LAW OFFICE AND PERFORM LEGAL SERVICES FOR PRACTICE ON PART-TIME BASIS

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Evan Ross Batoff'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

August 25, 2003 - Present

E. BATOFF & CO., INC.

Office #1: 1726 East 7th Ave., Tampa, FL 33605

RIA

CRD#: 124815

TAMPA, FL

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".

E. BATOFF & CO., INC.

CRD#: 124815 / SEC#: 801-61788

RIA

Registered Investment Advisory firm - (2/3/2003 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
(8/25/2003)

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: 7/25/2003

Uniform Investment Adviser Law Examination

Current Firm

E. BATOFF & CO., INC.

CRD#: 124815 / SEC#: 801-61788

RIA

Registered Investment Advisory firm - (2/3/2003 Approved)

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Contact information

Main Address

1401 E 22nd Ave, Tampa, FL 33605

Mailing Address

Phone number

(813) 248-3467

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

EBCO BROCHURE 2025 (3/28/2025)

Regulatory assets under management

Total Number of Accounts	39
AUM (Assets Under Management)	$ 238,900,000

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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Evan R. Batoff

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Evan Ross Batoff's CRS (Customer Relationship Summary).

Certified licenses

Experience

E. BATOFF & CO., INC.

Primary Firm SEC Registration

E. BATOFF & CO., INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 7/25/2003

Current Firm

E. BATOFF & CO., INC.

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

E. BATOFF & CO., INC.

TRUST BUT VERIFY

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