Evan Sepe
Professional Summary
Evan Sepe is a registered financial advisor currently at SANTANDER US CAPITAL MARKETS LLC located in New York, New York and BEACH TREE CAPITAL, LLC located in Boston, Massachusetts. Evan is registered as a RR (Registered Representative) and started their career in finance in 2026. Evan has worked at 2 firms and has passed the Series 63, Series 79TO and SIE exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
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Disclosures on record.
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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Years of Experience
1 years registered in the securities industry
Current & Past Employments
Current
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Current Firm
BEACH TREE CAPITAL, LLC
Contact Information
Main Address
11 N Forest Ave, Orlando, FL 32803Mailing Address
11 N Forest Ave, Orlando, FL 32803Phone Number
(714) 746-7150Established
Delaware since 07/09/2025Firm Type
Limited Liability CompanyFiscal Year End
DecemberFirm Size
SmallFINRA licenses (18 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| THE RENTON FAMILY TRUST | MEMBER | — |
| KEATING, BRENDAN | ASSOCIATE | 8362582 |
| RENTON, JACK | CHIEF OPERATING OFFICER AND MEMBER | 8161186 |
| SEPE, EVAN | ASSOCIATE | 8194474 |
| EBERT, PAUL FRANCIS | FINOP | 1121231 |
| MARYANOPOLIS, CHRISTOPHER | PRESIDENT, CEO, GENERAL SECURITIES PRINCIPAL AND CHIEF COMPLIANCE OFFICER | 3041077 |
| RENTON, JOSEPH J. | TRUSTEE | 8160793 |
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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State Registrations and Notice Filings
(10/28/2026)
(10/28/2026)
(10/28/2026)
(10/28/2026)
(10/28/2026)
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(10/28/2026)
(10/28/2026)
(2/27/2026)
(10/29/2026)
(10/28/2026)
(10/28/2026)
(10/28/2026)
(10/28/2026)
(10/28/2026)
(10/28/2026)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 79TO — Investment Banking Registered Representative Examination
Passed Jan 2026About the Series 79TO examSRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Evan Sepe's CRS (Customer Relationship Summary).
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