Evan Potash, financial advisor Philadelphia PA
93 score

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 Philadelphia, PA and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Tiaa-cref Individual & Institutional Services, LLC Philadelphia, PA Nov 2017 - Current < 1
Tiaa Philadelphia, PA Nov 2017 - Current < 1
Wells Fargo Bank Na Warmister, PA Aug 2013 - Dec 2017 4
Wells Fargo Clearing Services, LLC Warmister, PA Aug 2013 - Dec 2017 4
Pnc Bank Warrington, PA Feb 2012 - Aug 2013 1
Pnc Investments Pittsburgh, PA Feb 2012 - Aug 2013 1
Unemployed Ardmore, PA Jan 2012 - Feb 2012 < 1
Lpl Financial Services Charlotte, NC Dec 2010 - Dec 2011 1
Sovereign Bank Ardmore, PA Dec 2010 - Dec 2011 1
Massmutual Life Insurance Company Horsham, PA Jun 2008 - Dec 2010 2
Mml Investors Services, Inc. Horsham, PA Sep 2008 - Sep 2010 2
La Fitness Huntingdon Valley, PA Aug 2007 - May 2008 < 1
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
Firm Website: http://www.tiaa.org
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    21,673
    MILLIONS
  • Total Number of Accounts
    55,750
    ACCOUNTS
  • Average Account Value
    $388,745
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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