Patrick T. Evans

GRANT STREET ASSET MANAGEMENT

CHARLOTTE, NC 28202-5004

Some features on this profile are disabled

CRD#: 5808055

Professional summary

Patrick T Evans, who also goes by Patrick Thomas Evans, Patrick Evans, is a registered financial advisor currently at GRANT STREET ASSET MANAGEMENT INC located in Charlotte, North Carolina.

Patrick is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Patrick has worked at 3 firms and has passed the Series 66 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Patrick Thomas Evans | Patrick Evans

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) - RIA

Click below to view Patrick T Evans'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

October 28, 2013 - Present

GRANT STREET ASSET MANAGEMENT INC

Office #1: 128 S. Tyron St Suite 1581, Charlotte, NC 28202-5004

RIA

CRD#: 106980

CHARLOTTE, NC

Past

November 22, 2011 - October 14, 2013

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

CHARLOTTE, NC

Past

November 22, 2011 - October 14, 2013

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

CHARLOTTE, NC

Past

August 10, 2010 - September 29, 2011

EDWARD JONES

RIA

CRD#: 250

CHARLOTTE, NC

Past

July 23, 2010 - September 29, 2011

EDWARD JONES

CRD#: 250

CHARLOTTE, NC

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".

GRANT STREET ASSET MANAGEMENT INC

CRD#: 106980 / SEC#: 801-43095

RIA

Registered Investment Advisory firm - (1/14/1993 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

North Carolina
(11/15/2024)

IAR

Pennsylvania
(10/28/2013)

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 66

Date: 8/6/2010

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 7/22/2010

General Securities Representative Examination

Current Firm

GRANT STREET ASSET MANAGEMENT INC

CRD#: 106980 / SEC#: 801-43095

RIA

Registered Investment Advisory firm - (1/14/1993 Approved)

PREMIUM

Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.

Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.

Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

380 Southpointe Blvd South Pointe Plaza Ii Suite 315, Canonsburg, PA 15317

Mailing Address

Phone number

(412) 257-8060

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (18 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

GRANT STREET ASSET MANAGEMENT, INC. 2025 BROCHURE (3/14/2025)

Regulatory assets under management

Total Number of Accounts	1,277
AUM (Assets Under Management)	$ 668,893,645

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.

Similar Advisors

David Thompson

SPARTA WEALTH PARTNERS

IAR

CHARLOTTE, NC

John Sanders

PORTUS WEALTH ADVISORS, LLC

IAR

CHARLOTTE, NC

Jessica Williams

VANGUARD ADVISERS, INC.

IAR

CHARLOTTE, NC

Why AdvisorCheck

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Patrick T. Evans

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Patrick T Evans's CRS (Customer Relationship Summary).

Certified licenses

Experience

GRANT STREET ASSET MANAGEMENT INC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

EDWARD JONES

EDWARD JONES

Primary Firm SEC Registration

GRANT STREET ASSET MANAGEMENT INC

State Registrations and Notice Filings

Exams

Series 66

Date: 8/6/2010

Series 7

Date: 7/22/2010

Current Firm

GRANT STREET ASSET MANAGEMENT INC

Contact information

SEC notice filing (18 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

GRANT STREET ASSET MANAGEMENT INC

TRUST BUT VERIFY

Similar Advisors