Everhart Advisors
Everhart Advisors (CRD# 107091) is a financial advisory firm headquartered in Dublin, OH. They manage $200,000,000 in 800 accounts and serve the financial needs of clients across 9 states (or territories).
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Total Assets Under Management200MILLION
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Total Number of Accounts800ACCOUNTS
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Average Account Value$250,000
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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
- Educational seminars/workshops
FL, IN, MI, NH, OH, PA, SC, TX, VA
Francesco Ciotola (CRD# 4546916) is an Investment Advisor Representative working at Everhart Advisors in Dublin, OH and has over 12 years of experience in the finance industry.
Frederick Resch (CRD# 4515115) is an Investment Advisor Representative working at Everhart Advisors in Dublin, OH and has 1 year of experience in the finance industry.
James St.pierre (CRD# 6370748) is an Investment Advisor Representative working at Everhart Advisors in Dayton, OH and has 1 year of experience in the finance industry.
Steven Murlin (CRD# 1045174) is an Investment Advisor Representative working at Everhart Advisors in Dublin, OH and has over 19 years of experience in the finance industry.
Richard Everhart (CRD# 2165784) is an Investment Advisor Representative working at Everhart Advisors in Dublin, OH and has over 25 years of experience in the finance industry. Richard Everhart has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Matthew Romeo (CRD# 4201945) is an Investment Advisor Representative working at Everhart Advisors in Dublin, OH and has over 13 years of experience in the finance industry. Matthew Romeo has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Duane Gillman (CRD# 5649117) is an Investment Advisor Representative working at Everhart Advisors in Dayton, OH and has over 6 years of experience in the finance industry.
Jonathan Hlavac (CRD# 4917715) is an Investment Advisor Representative working at Everhart Advisors in Dayton, OH and has over 4 years of experience in the finance industry. Jonathan Hlavac has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.