Evan M. Luongo

NODA WEALTH MANAGEMENT LLC

CHARLOTTE, NC

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CRD#: 6869821

Professional summary

Evan Michael Luongo, CFP® is a registered financial advisor currently at NODA WEALTH MANAGEMENT LLC located in Charlotte, North Carolina.

Evan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Evan has worked at 3 firms and has passed the Series 66, 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 Evan Michael Luongo'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®

CFP^®

Certified Financial Planner

Experience

Current

April 11, 2025 - Present

NODA WEALTH MANAGEMENT LLC

RIA

CRD#: 333231

CHARLOTTE, NC

Past

March 5, 2018 - April 7, 2025

DIMENSIONAL FUND ADVISORS LP

RIA

CRD#: 106482

CHARLOTTE, NC

Past

November 28, 2017 - April 7, 2025

DFA SECURITIES LLC

CRD#: 10292

CHARLOTTE, NC

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

North Carolina
(4/11/2025)

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

State Security Law Exam

IAR

Series 66

Date: 3/2/2018

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 11/28/2017

General Securities Representative Examination

Current Firm

NODA WEALTH MANAGEMENT LLC

CRD#: 333231 / SEC#:

North Carolina

Registered Investment Advisory firm - (4/11/2025 Approved)

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Contact information

Main Address

Charlotte, NC

Mailing Address

Phone number

(980) 206-0953

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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Evan M. Luongo

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Evan Michael Luongo's CRS (Customer Relationship Summary).

Certified licenses

Experience

NODA WEALTH MANAGEMENT LLC

DIMENSIONAL FUND ADVISORS LP

DFA SECURITIES LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 3/2/2018

SIE

Date: 10/1/2018

Series 7

Date: 11/28/2017

Current Firm

NODA WEALTH MANAGEMENT LLC

Contact information

Documents

Red Flags

Company Information

NODA WEALTH MANAGEMENT LLC

TRUST BUT VERIFY

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