EG
Evan J. Glover
TETELESTAI CAPITAL
Mason, OH
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CRD#: 7352392
EG
Professional summary
Evan James Glover is a registered financial advisor currently at TETELESTAI CAPITAL located in Mason, Ohio.
Evan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Evan has worked at 1 firm and has passed the Series 65 and SIE 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.
I am a financial analyst at U.S. Bank (home-based) in a non investment-related role. I started working here August 2018 and am currently employed still. I am responsible for the financial forecasting for business lines within the bank and working on capital expenditure analysis within the bank.
CRS (Client Relationship Summary) - RIA
Click below to view Evan James Glover'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®
NoneExperience
Current
April 26, 2021 - Present
TETELESTAI CAPITAL
RIA
CRD#: 313534
Mason, OH
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
Ohio(4/26/2021)
Exams
State Security Law Exam
General Industry/Product Exam
Current Firm
TC
TETELESTAI CAPITAL
TETELESTAI CAPITAL | TETELESTAI CAPITAL, LLC
CRD#: 313534 / SEC#:
Ohio
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Contact information
Main Address
Mason, OH
Mailing Address
9378 Mason Montgomery Rd #353, Mason, OH 45040
Phone number
(614) 758-7506
Established
Firm type
Fiscal year end
# of Employees
2
Regulatory assets under management
| Total Number of Accounts | 15 |
| AUM (Assets Under Management) | $ 630,787 |
Red Flags
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