Evan Chiarenzelli, financial advisor Tampa FL

Evan Chiarenzelli

CRD Number: 5903549
Current Firm: Craft Asset Management

Evan Chiarenzelli (CRD# 5903549) is an Investment Advisor Representative working at Craft Asset Management in Tampa, FL and has over 12 years of experience in the finance industry.

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Company Name Location Dates Years
Evan Chiarenzelli As Insurance Agent Tampa, FL Dec 2022 - Current 1
Dr. Cannabus/keb Enterprises LLC Bradenton, FL Nov 2021 - Current 2
Simplex Belli Partners, LLC Miami, FL Apr 2019 - Current 5
Craft Asset Management LLC Tampa, FL Sep 2017 - Current 6
Purshe Kaplan Sterling Investments, Inc. Albany, NY Oct 2017 - May 2019 1
Oppenheimer & Company Inc. Southbury, CT Aug 2013 - Sep 2017 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2011
S65 NASAA Investment Advisors Law Examination Jul 2011
Contact Info for Evan A. Chiarenzelli
Phone Number: 813-337-7747
Registered State(s):
  • AZ
  • CA
  • CO
  • CT
  • DC
  • FL
  • KY
  • MD
  • MI
  • OH
  • TN
  • VA
  • WV
By the Numbers
  • Total Assets Under Management
    62
    MILLIONS
  • Total Number of Accounts
    364
    ACCOUNTS
  • Average Account Value
    $170,777
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

AZ, CA, CO, CT, DC, FL, KY, MD, MI, OH, TN, VA, WV

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