Evan C. Mcmann
Professional summary
Evan Cristofer Mcmann, who also goes by Evan Mcmann, is a registered financial advisor currently at MASTERWORKS ADVISERS, LLC located in New York, New York.
Evan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Evan has worked at 5 firms and has passed the Series 66, Series 7TO and SIE exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Evan Cristofer Mcmann's CRS (Customer Relationship Summary).
Certified licenses
Experience
June 23, 2023 - Present
MASTERWORKS ADVISERS, LLC
Office #1: 1 World Trade 57th Floor, New York, NY 10007April 6, 2022 - February 27, 2023
ARETE WEALTH MANAGEMENT, LLC
March 22, 2022 - July 6, 2023
ARETE WEALTH ADVISORS, LLC
January 19, 2021 - March 22, 2022
INDEPENDENT BROKERAGE SOLUTIONS LLC
August 28, 2020 - January 19, 2021
EQUITABLE ADVISORS, LLC
Primary Firm SEC Registration
MASTERWORKS ADVISERS, LLC
CRD#: 324239 / SEC#: 801-127158
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(6/23/2023)
(6/30/2023)
Exams
Series 7TO
Date: 8/28/2020
General Securities Representative ExaminationCurrent Firm
MASTERWORKS ADVISERS, LLC
CRD#: 324239 / SEC#: 801-127158
Contact information
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 625 |
| AUM (Assets Under Management) | $ 1,983,059 |
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.
