Evan Matthew Biggs
CFP®Professional Summary
Evan Matthew Biggs, CFP®, who also goes by Evan M Biggs, Matt Biggs, is a registered financial advisor currently at SCHNEIDER DOWNS WEALTH MANAGEMENT ADVISORS, LP located in Columbus, Ohio. Evan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Evan has worked at 5 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Evan M Biggs, Matt Biggs
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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Credentials
Years of Experience
11 years in the financial services industry
Current & Past Employments
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Current Firm
SCHNEIDER DOWNS WEALTH MANAGEMENT ADVISORS, LLC | SCHNEIDER DOWNS WEALTH MANAGEMENT ADVISORS, LP
Contact Information
Main Address
One Ppg Place, Suite 1700, Pittsburgh, PA 15222Phone Number
(412) 697-5200# of Employees
28SEC notice filing (14 States and Territories)
Registered to provide investment advisory services in 14 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
1,952AUM (Assets Under Management)
$3,305,788,046Accountant Surprise Examination Report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 01/15/2026 | Cover Page | Report |
| 09/27/2024 | Cover Page | Report |
| 06/27/2023 | Cover Page | Report |
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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.
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Primary Firm SEC Registration
SCHNEIDER DOWNS WEALTH MANAGEMENT ADVISORS, LLC | SCHNEIDER DOWNS WEALTH MANAGEMENT ADVISORS, LP
State Registrations and Notice Filings
(10/30/2018)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Mar 2015About the Series 6 examSimilar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Evan Matthew Biggs's CRS (Customer Relationship Summary).
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