EK
Evan S. Kessler
ESK CAPITAL MANAGEMENT
great neck, NY
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CRD#: 5032860
EK
Professional summary
Evan Scott Kessler, who also goes by Evan Kessler, is a registered financial advisor currently at ESK CAPITAL MANAGEMENT INC. located in Great Neck, New York.
Evan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Evan has worked at 1 firm .
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Evan Kessler
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.
CRS (Client Relationship Summary) - RIA
Click below to view Evan Scott Kessler'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®
NoneExperience
Current
October 14, 2021 - Present
ESK CAPITAL MANAGEMENT INC.
RIA
CRD#: 151946
great neck, NY
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
New York(10/14/2021)
Exams
Current Firm
EC
ESK CAPITAL MANAGEMENT INC.
ESK CAPITAL | ESK CAPITAL MANAGEMENT LLC | ESK CAPITAL MANAGEMENT INC.
CRD#: 151946 / SEC#:
New York
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Contact information
Main Address
Great Neck, NY
Mailing Address
Phone number
(646) 765-3264
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 11 |
| AUM (Assets Under Management) | $ 4,076,403 |
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.
