Evan McGoffCRD 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 6 years of experience in the finance industry.
Altium Wealth Management LLC
Axa Advisors, LLC
H. Beck, Inc.
|Dock Street Asset Management, Inc.||Greenwich, CT||Jun 2009 - Current||8|
|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|
Total Assets Under Management372MILLIONS
Total Number of Accounts219ACCOUNTS
Average Account Value$1,700,137
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
CT, FL, MA, NJ, NY, OH, TX