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Thiago Figueiredo

EVOLUTION WEALTH ADVISORS
Aventura, FL 33180
Some features on this profile are disabled
CRD#: 6619226
TF

Professional summary

Thiago Figueiredo is a registered financial advisor currently at EVOLUTION WEALTH ADVISORS, LLC located in Aventura, Florida.

Thiago is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Thiago has worked at 2 firms and has passed the Series 65, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

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 Thiago Figueiredo'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

November 30, 2022 - Present

EVOLUTION WEALTH ADVISORS, LLC

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

March 21, 2016 - August 18, 2022

SAFRA SECURITIES LLC

BD
CRD#: 47873
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
(12/13/2022)
IAR
Texas
(11/30/2022)

Exams

State Security Law Exam
IAR
Series 65
Date: 11/30/2022
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 3/21/2016
General Securities Representative 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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