Elizabeth S. Evans

CAYENA CAPITAL MANAGEMENT

Weare, NH

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CRD#: 5161495

Professional summary

Elizabeth Salas Evans, who also goes by Elizabeth S Evans, Elizabeth Salas, is a registered financial advisor currently at CAYENA CAPITAL MANAGEMENT, LLC located in Weare, New Hampshire.

Elizabeth is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Elizabeth has worked at 8 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 10 and Series 9 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Elizabeth S Evans | Elizabeth Salas

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.

(1.) Effective January 1, 2020, Elizabeth will be receiving supplemental income from the Morgan Franklin Fellowship Foundation/Morgan Legacy Partners, located at 470 Mast Road, Goffstown, NH 03054. She will dedicate 80 hours per month, with minimal time allocated during securities trading hours, her role is to create a curriculum to support Morgan Franklin Fellowship's Level 2, Fundamentals of Investment educational program with regard to financial literacy. She will serve as a consultant to the foundation. (2.) Cayena Econ Lab LLC; Manager & President; 4 OAK HILL ROAD, UNIT B, WEARE NH 03281; financial consulting; Number of Hours per Month XX (3.) Regional Economic Development Center; Business Advisor/Underwriter; 57 Main St, Raymond, NH 03077; Provides technical assistance and analysis on income statements, balance sheets, and cash flow statements; Number of Hours Per Month: 156; Number of Hours During Trading Hours: 76

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Elizabeth Salas Evans'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

August 8, 2019 - Present

CAYENA CAPITAL MANAGEMENT, LLC

RIA

CRD#: 304752

Weare, NH

Past

March 1, 2018 - June 28, 2019

CURBSTONE FINANCIAL MANAGEMENT CORPORATION

RIA

CRD#: 13348

MANCHESTER, NH

Past

March 1, 2018 - June 28, 2019

CURBSTONE FINANCIAL MANAGEMENT CORPORATION

CRD#: 13348

MANCHESTER, NH

Past

November 17, 2015 - March 28, 2016

STRATEGIC ADVISERS LLC

RIA

CRD#: 104555

MERRIMACK, NH

Past

November 5, 2015 - March 25, 2016

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

MERRIMACK, NH

Past

November 24, 2014 - October 2, 2015

WINDHAVEN INVESTMENT MANAGEMENT, INC.

RIA

CRD#: 155138

BOSTON, MA

Past

September 10, 2010 - October 23, 2014

CHARLES SCHWAB & CO., INC.

CRD#: 5393

MANCHESTER, NH

Past

September 9, 2010 - October 23, 2014

CHARLES SCHWAB & CO., INC.

RIA

CRD#: 5393

MANCHESTER, NH

Past

August 25, 2009 - April 13, 2010

TD AMERITRADE INVESTMENT MANAGEMENT, LLC

RIA

CRD#: 111514

FT LAUDERDALE, FL

Past

August 4, 2009 - April 13, 2010

TD AMERITRADE, INC.

CRD#: 7870

FT. LAUDERDALE, FL

Past

July 30, 2009 - April 13, 2010

TD AMERITRADE, INC.

RIA

CRD#: 7870

FT. LAUDERDALE, FL

Past

September 22, 2006 - July 10, 2009

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

FT. LAUDERDALE, FL

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 Hampshire
(8/8/2019)

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: 6/16/2009

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 10/20/2006

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 9/21/2006

General Securities Representative Examination

Principal/Supervisory Exam

Series 10

Date: 3/17/2012

General Securities Sales Supervisor - General Module Examination

Principal/Supervisory Exam

Series 9

Date: 1/28/2012

General Securities Sales Supervisor - Options Module Examination

Current Firm

CAYENA CAPITAL MANAGEMENT, LLC

CRD#: 304752 / SEC#:

New Hampshire

Registered Investment Advisory firm - (8/8/2019 Approved)

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Contact information

Main Address

Weare, NH

Mailing Address

Phone number

(781) 886-2222

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	43
AUM (Assets Under Management)	$ 2,874,822

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

Elizabeth S. Evans

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Elizabeth Salas Evans's CRS (Customer Relationship Summary).

Certified licenses

Experience

CURBSTONE FINANCIAL MANAGEMENT CORPORATION

CURBSTONE FINANCIAL MANAGEMENT CORPORATION

STRATEGIC ADVISERS LLC

FIDELITY BROKERAGE SERVICES LLC

WINDHAVEN INVESTMENT MANAGEMENT, INC.

CHARLES SCHWAB & CO., INC.

CHARLES SCHWAB & CO., INC.

TD AMERITRADE INVESTMENT MANAGEMENT, LLC

TD AMERITRADE, INC.

TD AMERITRADE, INC.

FIDELITY BROKERAGE SERVICES LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 6/16/2009

Series 63

Date: 10/20/2006

SIE

Date: 10/1/2018

Series 7

Date: 9/21/2006

Series 10

Date: 3/17/2012

Series 9

Date: 1/28/2012

Current Firm

CAYENA CAPITAL MANAGEMENT, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

CAYENA CAPITAL MANAGEMENT, LLC

TRUST BUT VERIFY

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