Evan J. Seagle

HHM WEALTH ADVISORS

Pensacola, FL 32505

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CRD#: 7326287

Professional summary

Evan Jacob Seagle is a registered financial advisor currently at HHM WEALTH ADVISORS, LLC located in Pensacola, Florida.

Evan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Evan has worked at 2 firms and has passed the Series 65 exam.

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 Jacob Seagle'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

March 19, 2024 - Present

HHM WEALTH ADVISORS, LLC

Office #1: 3250 West Navy Blvd, Pensacola, FL 32505

RIA

CRD#: 150843

Pensacola, FL

Past

January 13, 2021 - March 15, 2024

BNG FINANCIAL SERVICES,INC.

RIA

CRD#: 139933

PENSACOLA, 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".

HHM WEALTH ADVISORS, LLC

CRD#: 150843 / SEC#: 801-70419

RIA

Registered Investment Advisory firm - (8/7/2009 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
(3/19/2024)

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 65

Date: 12/8/2020

Uniform Investment Adviser Law Examination

Current Firm

HHM WEALTH ADVISORS, LLC

CRD#: 150843 / SEC#: 801-70419

RIA

Registered Investment Advisory firm - (8/7/2009 Approved)

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Contact information

Main Address

1181 King Street, Chattanooga, TN 37403

Mailing Address

Phone number

(423) 826-1670

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (14 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

HHM WEALTH ADVISORS, LLC (4/2/2025)

Regulatory assets under management

Total Number of Accounts	3,313
AUM (Assets Under Management)	$ 1,406,920,944

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
10/24/2024	Cover Page	Report
01/18/2024	Cover Page	Report
01/03/2023	Cover Page	Report

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.

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Evan J. Seagle

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Evan Jacob Seagle's CRS (Customer Relationship Summary).

Certified licenses

Experience

HHM WEALTH ADVISORS, LLC

BNG FINANCIAL SERVICES,INC.

Primary Firm SEC Registration

HHM WEALTH ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 12/8/2020

Current Firm

HHM WEALTH ADVISORS, LLC

Contact information

SEC notice filing (14 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

HHM WEALTH ADVISORS, LLC

TRUST BUT VERIFY

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