Evan McGoff, financial advisor Greenwich CT
90 score

Evan McGoff

CRD Number: 5917091
Current Firm: Dock Street Asset Management Inc.

Evan McGoff (CRD# 5917091) is an Investment Advisor Representative working at Dock Street Asset Management Inc. in Greenwich, CT and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Dock Street Asset Management, Inc. Greenwich, CT Jun 2009 - Current 7
Dock Street Asset Management, Inc. Greenwich, CT Apr 2009 - Jun 2009 < 1
Self-employed Livingston, NJ Jan 2009 - Apr 2009 < 1
Coastal Development LLC New York, NY Jul 2007 - Jan 2009 1
Stroz Friedberg LLC New York, NY Mar 2006 - Jul 2007 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jul 2011
Contact Info for Evan R. McGoff
Phone Number: 203-532-9470
Registered State(s):
  • CT
By the Numbers
  • Total Assets Under Management
    372
    MILLIONS
  • Total Number of Accounts
    219
    ACCOUNTS
  • Average Account Value
    $1,700,137
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

CT, FL, MA, NJ, NY, OH, TX

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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