Evan A Heroux
Professional Summary
Evan A Heroux, who also goes by Evan Asaro Heroux, is a registered financial advisor 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.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Evan Asaro Heroux
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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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Years of Experience
11 years in the financial services industry
Current & Past Employments
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Current Firm
CRESTWAVE CAPITAL PARTNERS LLC
Contact Information
Main Address
375 South County Road Suite 210, Palm Beach, FL 33480Mailing Address
375 South County Road Suite 210, Palm Beach, FL 33480Phone Number
(561) 449-0357Established
Delaware since 06/18/2024Firm Type
Limited Liability CompanyFiscal Year End
JuneFirm Size
SmallFINRA licenses (11 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Documents
Direct owners and executive officers
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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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State Registrations and Notice Filings
(2/17/2026)
(2/17/2026)
(7/9/2026)
(2/17/2026)
(2/17/2026)
(2/17/2026)
(3/31/2026)
(2/17/2026)
(2/17/2026)
(6/10/2026)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
SRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Evan A Heroux's CRS (Customer Relationship Summary).
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