Edward Evanouskas, financial advisor Port Charlotte FL

Edward Evanouskas

CRD Number: 2339035
Current Firm: Elm Tree Capital Management LLC

Edward Evanouskas (CRD# 2339035) is an Investment Advisor Representative working at Elm Tree Capital Management LLC in Port Charlotte, FL and has over 12 years of experience in the finance industry.

Similar Advisors
Angela Wentz, financial advisor Port Charlotte FL
Angela Wentz
CRD# 6120456
Sage Wealth Consulting, LLC
Similar Advisors
Jonathan Abbuehl, financial advisor Port Charlotte FL
Jonathan D. Abbuehl
CRD# 6312608
Advice And Planning Services
Similar Advisors
Judi Aber, financial advisor Port Charlotte FL
Judi M. Aber
CRD# 2700373
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name Location Dates Years
Elm Tree Capital Management, LLC Port Charlotte, FL Jan 2019 - Current 5
Elm Tree Capital Management, LLC Bristol, CT Jan 2010 - Jan 2019 9
Key Corp Cleveland, OH Jan 2011 - Jul 2018 7
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Sep 2011
Contact Info for Edward R. Evanouskas
Phone Number: 860-977-0165
Registered State(s):
  • CT
  • FL
Current Firm Details
Elm Tree Capital Management LLC
Firm's CRD Number: 158018
By the Numbers
  • Total Assets Under Management
    3
    MILLIONS
  • Total Number of Accounts
    4
    ACCOUNTS
  • Average Account Value
    $803,217
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

CT, FL

Ready to hire a financial advisor? Get competitive proposals from Edward Evanouskas and other advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.