Evan W. Fitzpatrick

CENTURA WEALTH ADVISORY

Jenkintown, PA

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CRD#: 6219363

Professional summary

Evan W Fitzpatrick, who also goes by Evan Fitzpatrick, is a registered financial advisor currently at CENTURA WEALTH ADVISORY located in Jenkintown, Pennsylvania.

Evan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Evan has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Evan Fitzpatrick

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 Evan W Fitzpatrick'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

July 1, 2024 - Present

CENTURA WEALTH ADVISORY

RIA

CRD#: 296985

Jenkintown, PA

Past

April 29, 2022 - July 12, 2024

OSAIC FA, INC.

CRD#: 3978

SEWICKLEY, PA

Past

April 27, 2022 - July 12, 2024

OSAIC FA, INC.

RIA

CRD#: 3978

SEWICKLEY, PA

Past

January 14, 2022 - April 14, 2022

INTERCHANGE CAPITAL PARTNERS

RIA

CRD#: 309314

PITTSBURGH, PA

Past

June 1, 2018 - July 6, 2020

UBS FINANCIAL SERVICES INC.

RIA

CRD#: 8174

PITTSBURGH, PA

Past

June 1, 2018 - July 6, 2020

UBS FINANCIAL SERVICES INC.

CRD#: 8174

PITTSBURGH, PA

Past

September 16, 2013 - May 29, 2018

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

PITTSBURGH, PA

Past

August 8, 2013 - May 29, 2018

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

PITTSBURGH, PA

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".

CENTURA WEALTH ADVISORY

CCG WEALTH MANAGEMENT, LLC | CENTURA WEALTH ADVISORY

CRD#: 296985 / SEC#: 801-113284

RIA

Registered Investment Advisory firm - (5/23/2018 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

Pennsylvania
(7/1/2024)

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: 9/12/2013

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/8/2013

General Securities Representative Examination

Current Firm

CENTURA WEALTH ADVISORY

CCG WEALTH MANAGEMENT, LLC | CENTURA WEALTH ADVISORY

CRD#: 296985 / SEC#: 801-113284

RIA

Registered Investment Advisory firm - (5/23/2018 Approved)

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Contact information

Main Address

12255 El Camino Real Suite 125, San Diego, CA 92130

Mailing Address

Phone number

(858) 771-9500

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

CENTURA WEALTH ADVISORY DISCLOSURE BROCHURE (7/30/2025)

Regulatory assets under management

Total Number of Accounts	1,467
AUM (Assets Under Management)	$ 769,086,884

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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Advisor Monitoring

Firm Stability Insights

Evan W. Fitzpatrick

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Evan W Fitzpatrick's CRS (Customer Relationship Summary).

Certified licenses

Experience

OSAIC FA, INC.

OSAIC FA, INC.

INTERCHANGE CAPITAL PARTNERS

UBS FINANCIAL SERVICES INC.

UBS FINANCIAL SERVICES INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Primary Firm SEC Registration

CENTURA WEALTH ADVISORY

State Registrations and Notice Filings

Exams

Series 66

Date: 9/12/2013

SIE

Date: 10/1/2018

Series 7

Date: 8/8/2013

Current Firm

CENTURA WEALTH ADVISORY

Contact information

SEC notice filing (18 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CENTURA WEALTH ADVISORY

TRUST BUT VERIFY

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