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EH

Evan A. Heroux

CRESTWAVE CAPITAL PARTNERS LLC
PALM BEACH, FL 33480
Some features on this profile are disabled
CRD#: 6530703
EH

Professional summary

Evan A Heroux, who also goes by Evan Asaro Heroux, is a registered financial professional currently at CRESTWAVE CAPITAL PARTNERS LLC located in Palm Beach, Florida.

Evan is registered as a RR (Registered Representative) and started their career in finance in 2015. Evan has worked at 3 firms and has passed the Series 63, Series 7TO, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
No

Aliases

Evan Asaro Heroux

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) - BD

Click below to view Evan A Heroux's 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

December 13, 2025 - Present

CRESTWAVE CAPITAL PARTNERS LLC

Office #1: 375 South County Road Suite 210, Palm Beach, FL 33480
BD
CRD#: 332709
PALM BEACH, FL
Past

May 2, 2018 - April 14, 2021

ARES MANAGEMENT CAPITAL MARKETS LLC

BD
CRD#: 166219
NEW YORK, NY
Past

August 10, 2015 - March 23, 2018

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
New York, NY

State Registrations and Notice Filings

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

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
California
(2/17/2026)
RR
Florida
(2/17/2026)
RR
Illinois
(2/17/2026)
RR
Massachusetts
(2/17/2026)
RR
Minnesota
(2/17/2026)
RR
Ohio
(2/17/2026)
RR
Texas
(2/17/2026)

Exams

State Security Law Exam
RR
Series 63
Date: 1/29/2026
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 12/13/2025
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 9/15/2025
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 8/10/2015
General Securities Representative Examination
SRO Registrations
RR
FINRA

Current Firm

CC
CRESTWAVE CAPITAL PARTNERS LLC
CRESTWAVE CAPITAL PARTNERS LLC

CRD#: 332709 / SEC#: , 8-71269

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

Main Address
375 South County Road Suite 210, Palm Beach, FL 33480
Mailing Address
375 South County Road Suite 210, Palm Beach, FL 33480
Phone number
(561) 449-0357
Established
Delaware since 06/18/2024
Firm type
Limited Liability Company
Fiscal year end
June
Firm Size
Small
# of Employees

FINRA licenses (8 States and Territories)

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

Documents

Direct owners and executive officers

NamePositionCRD#
ZAFFIRO, GREGORY CHARLESSOLE OWNER, MANAGING PARTNER, EXECUTIVE REPRESENTATIVE, CCO5247397
CROSBY-BROWN, LAURA MAYFINOP, PRINCIPAL FINANCIAL OFFICER, PRINCIPAL OPERATIONS OFFICER1545513

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

CRESTWAVE CAPITAL PARTNERS LLC

CRD#: 332709Palm Beach, FL 33480

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