Evan McCauley, financial advisor Hudson OH
88 score

Evan McCauley

CRD Number: 5391066
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Evan McCauley (CRD# 5391066) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Hudson, OH and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Bank Of America, N.a. Hudson, OH Oct 2014 - Current 2
Merrill Lynch, Pierce, Fenner & Smith Incorporated Hudson, OH Jul 2014 - Current 2
Unemployed Chicago, IL Jun 2014 - Jul 2014 < 1
Acquirent LLC Evanston, IL Dec 2012 - Jun 2014 1
Direction Tour Marketing Chicago, IL Mar 2014 - May 2014 < 1
Unemployed Chicago, IL Oct 2012 - Dec 2012 < 1
Us Xpress Chicago, IL Sep 2012 - Oct 2012 < 1
Unemployed Chicago, IL Aug 2012 - Sep 2012 < 1
Total Quality Logistics Chicago, IL Jun 2011 - Aug 2012 1
Robinson Lawn And Garden Center Hudson, OH May 2011 - Jun 2011 < 1
Miami University Oxford, OH Aug 2007 - May 2011 3
The Den Oxford, OH Oct 2010 - Feb 2011 < 1
Merrill Lynch Hudson, OH Jun 2007 - Aug 2010 3
Pita Pit Oxford, OH Jul 2009 - May 2010 < 1
Miami University Oxford, OH Sep 2008 - Feb 2009 < 1
Elite Designs Landscaping Stow, OH Jun 2008 - Aug 2008 < 1
Miami University Oxford, OH Sep 2007 - Apr 2008 < 1
Western Reserve Academy Hudson, OH Jul 2004 - Jun 2007 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2014
Contact Info for Evan McCauley
Phone Number: 800-637-7455
Registered State(s):
  • OH
  • TX
By the Numbers
  • Total Assets Under Management
    575,342
    MILLIONS
  • Total Number of Accounts
    1,715,259
    ACCOUNTS
  • Average Account Value
    $335,425
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
88
Clean Record
This advisor has a clean track record with regulators.

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