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Michael Y. Marciano

EVOLUTION WEALTH ADVISORS
Aventura, FL 33180
Some features on this profile are disabled
CRD#: 6293384
MM

Professional summary

Michael Yaacov Marciano, who also goes by Marciano Michael Yaacov, is a registered financial advisor currently at EVOLUTION WEALTH ADVISORS, LLC located in Aventura, Florida.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Michael has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Marciano Michael Yaacov

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 Michael Yaacov Marciano'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

May 10, 2018 - Present

EVOLUTION WEALTH ADVISORS, LLC

Office #1: 20900 Ne 30th Avenue Suite 517, Aventura, FL 33180
RIA
CRD#: 285142
Aventura, FL
Past

June 11, 2014 - April 27, 2018

FINANCIAL PARTNERS CAPITAL MANAGEMENT, LLC

RIA
CRD#: 105667
AVENTURA, FL

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".
EW
EVOLUTION WEALTH ADVISORS, LLC
EVOLUTION WEALTH ADVISORS, LLC | EWA

CRD#: 285142 / SEC#: 801-111646

RIA
Registered Investment Advisory firm - (9/8/2017 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
Florida
(5/10/2018)
IAR
Texas
(12/11/2023)

Exams

State Security Law Exam
IAR
Series 65
Date: 6/6/2014
Uniform Investment Adviser Law Examination

Current Firm

EW
EVOLUTION WEALTH ADVISORS, LLC
EVOLUTION WEALTH ADVISORS, LLC | EWA

CRD#: 285142 / SEC#: 801-111646

RIA
Registered Investment Advisory firm - (9/8/2017 Approved)
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Contact information

Main Address
20900 Ne 30th Avenue Suite 517, Aventura, FL 33180
Mailing Address
Phone number
(305) 921-4740
Established
Firm type
Fiscal year end
# of Employees
12

SEC notice filing (3 States and Territories)

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

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

EVOLUTION WEALTH 2025 ANNUAL ADV PART 2A (3/28/2025)
EVOLUTION WEALTH 2025 ANNUAL WRAP BROCHURE (3/28/2025)

Regulatory assets under management

Total Number of Accounts909
AUM (Assets Under Management)$ 1,310,126,625

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

EVOLUTION WEALTH ADVISORS, LLC

CRD#: 285142Aventura, FL 33180

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