Evan Potash, financial advisor Newtown PA

Evan Potash

CRD Number: 5588820
Current Firm: Advice And Planning Services

Evan Potash (CRD# 5588820) is an Investment Advisor Representative working at Advice And Planning Services in Newtown, PA and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
Tiaa Newtown, PA Nov 2017 - Current 6
Tiaa-cref Individual & Institutional Services, LLC Newtown, PA Nov 2017 - Current 6
Wells Fargo Bank Na Warmister, PA Aug 2013 - Dec 2017 4
Wells Fargo Clearing Services, LLC Warmister, PA Aug 2013 - Dec 2017 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2009
S65 NASAA Investment Advisors Law Examination May 2012
Contact Info for Evan J. Potash
Phone Number: 212-490-9000
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    30,907
    MILLIONS
  • Total Number of Accounts
    76,892
    ACCOUNTS
  • Average Account Value
    $401,951
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

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

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