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EA

Evan M. Addesso

Some features on this profile are disabled
CRD#: 5337471
EA

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Evan Matthew Addesso was a registered financial professional .

Evan is a previously registered financial professional and started their career in finance in 2007. Evan had worked at 4 firms and has passed the Series 66, 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)

The CRS(Customer Relationship Summary) document is not provided.

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

Past

June 13, 2016 - January 24, 2017

ARCHER DISTRIBUTORS, LLC

BD
CRD#: 158961
LAUREL, MD
Past

January 29, 2016 - April 27, 2016

NEWPORT COAST SECURITIES, INC.

BD
CRD#: 16944
NEW YORK, NY
Past

February 28, 2008 - February 20, 2014

TRANSAMERICA CAPITAL, LLC

BD
CRD#: 8217
DENVER, CO
Past

July 13, 2007 - February 25, 2008

WELLS FARGO INVESTMENTS, LLC

RIA
CRD#: 10582
DENVER, CO
Past

June 25, 2007 - February 25, 2008

WELLS FARGO INVESTMENTS, LLC

BD
CRD#: 10582
DENVER, CO

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 7/12/2007
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 1/24/2017
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 6/23/2007
General Securities Representative Examination

Current Firm

AD
ARCHER DISTRIBUTORS, LLC
ARCHER DISTRIBUTORS, LLC

CRD#: 158961 / SEC#: , 8-68951

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

Main Address
6100 Chevy Chase Drive, Suite 100, Laurel, MD 20707
Mailing Address
6100 Chevy Chase Drive, Suite 100, Laurel, MD 20707
Phone number
(301) 260-1001 EXT 650
Established
Delaware since 08/02/2011
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (53 States and Territories)

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

Documents

Direct owners and executive officers

NamePositionCRD#
ARROW INVESTMENT ADVISORS, LLCDIRECT OWNER
DORFMAN, ESTEE CARLAFINOP2696529
NIELSEN, MICHAEL JAMESPRESIDENT & CHIEF COMPLIANCE OFFICER5099512

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

ARCHER DISTRIBUTORS, LLC

CRD#: 158961

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