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ME

Matthew C. Evans

ACCUVEST GLOBAL ADVISORS
PROVO, UT 84604
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CRD#: 7220042
ME
Matthew Cole EvansACCUVEST GLOBAL ADVISORS

Professional summary

Matthew Cole Evans, who also goes by Matthew C Evans, Matthew Cole Evans, Cole Evans, Matthew Evans, is a registered financial advisor currently at ACCUVEST GLOBAL ADVISORS, INC. located in Provo, Utah.

Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Matthew has worked at 5 firms and has passed the Series 65, Series 63, Series 7TO, SIE and Series 9 exams.

At a Glance

Always Fiduciary

Aliases

Matthew C Evans | Matthew Cole Evans | Cole Evans | Matthew Evans

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 Matthew Cole Evans'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

May 28, 2026 - Present

ACCUVEST GLOBAL ADVISORS, INC.

Office #1: 3575 N. 100 E. Suite 350, Provo, UT 84604
RIA
CRD#: 134096
PROVO, UT
Past

April 17, 2023 - August 18, 2025

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
OREM, UT
Past

August 4, 2022 - February 9, 2023

MORGAN STANLEY

BD
CRD#: 149777
SOUTH JORDAN, UT
Past

August 5, 2021 - August 5, 2022

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
SALT LAKE CITY, UT
Past

August 5, 2020 - May 19, 2021

FIDELITY BROKERAGE SERVICES LLC

BD
CRD#: 7784
AMERICAN FORK, UT

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".
AG
ACCUVEST GLOBAL ADVISORS, INC.
ACCUVEST GLOBAL ADVISORS | ACCUVEST GLOBAL ADVISORS, INC.

CRD#: 134096 / SEC#: 801-68887

RIA
Registered Investment Advisory firm - (2/27/2008 Approved)
California
Registered Investment Advisory firm - (3/7/2008 Terminated)

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
Utah
(5/28/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 5/27/2026
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 8/14/2020
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 8/4/2020
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 6/16/2020
Securities Industry Essentials Examination
Principal/Supervisory Exam
RR
Series 9
Date: 9/2/2022
General Securities Sales Supervisor - Options Module Examination

Current Firm

AG
ACCUVEST GLOBAL ADVISORS, INC.
ACCUVEST GLOBAL ADVISORS | ACCUVEST GLOBAL ADVISORS, INC.

CRD#: 134096 / SEC#: 801-68887

RIA
Registered Investment Advisory firm - (2/27/2008 Approved)
California
Registered Investment Advisory firm - (3/7/2008 Terminated)
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Contact information

Main Address
3575 N. 100 E. Suite 350, Provo, UT 84604
Mailing Address
Phone number
(925) 930-2882
Established
Firm type
Fiscal year end
# of Employees
6

SEC notice filing (3 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

AGA PF ADV 2A (5/5/2025)

Regulatory assets under management

Total Number of Accounts383
AUM (Assets Under Management)$ 937,738,179

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

ACCUVEST GLOBAL ADVISORS, INC.

CRD#: 134096Provo, UT 84604

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