Evan DeletisCRD Number: 1783736
Current Firm: Dawson James Asset Management, Inc.
Evan Deletis (CRD# 1783736) is an Investment Advisor Representative working at Dawson James Asset Management, Inc. in New York, NY and has over 28 years of experience in the finance industry.
Cfs Investment Advisory Services LLC
Legacy Care Wealth, LLC
|Dawson James Securities||New York, NY||Jun 2015 - Current||1|
|Newport Coast Securities, Inc.||New York, NY||Sep 2014 - Jun 2015||< 1|
|Bruce Davis Enterprises, Inc.||Aventura, FL||Jan 2014 - Sep 2014||< 1|
|Morgan Stanley||New York, NY||Dec 2012 - Dec 2013||1|
|Bruce Davis Enterprises Inc.||Aventura, FL||May 2005 - Nov 2012||7|
|Sierra Equity Group LLC||Boca Raton, FL||Aug 2009 - Jan 2011||1|
|Dawson James Securities, Inc.||Boca Raton, FL||Mar 2007 - Sep 2007||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 1988|
|S66||NASAA Uniform Combined State Law Examination||Apr 2013|
Total Assets Under Management29MILLIONS
Total Number of Accounts170ACCOUNTS
Average Account Value$169,222
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
CA, FL, IL, MD, NY, TX
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