Charles Evangelakos (CRD# 2349616) is an Investment Advisor Representative working at Pallas Capital Advisors, LLC in Braintree, MA and has over 30 years of experience in the finance industry.
CRD# 2086353
Fidelity Personal And Workplace Advisors
CRD# 5046672
Lido
CRD# 5158798
Fidelity Personal And Workplace Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Purshe Kaplan Sterling Investments | Albany, NY | Aug 2023 - Current | < 1 |
| Pallas Capital Advisors, LLC | Braintree, MA | Nov 2020 - Current | 3 |
| Triad Advisors, LLC | Norcross, GA | Jul 2019 - Jun 2023 | 3 |
| Gwm Advisors, LLC | Baton Rouge, LA | Jul 2019 - Nov 2020 | 1 |
| Lincoln Financial Advisors Corporation | Boston, MA | Jul 1999 - Jul 2019 | 20 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 1993 |
| S65 | NASAA Investment Advisors Law Examination | Jan 2000 |
- MA
-
Total Assets Under Management2,965MILLIONS
-
Total Number of Accounts3,566ACCOUNTS
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Average Account Value$831,529
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
AZ, CA, CO, CT, DC, FL, HI, IL, LA, MA, MD, ME, NC, NH, NJ, NY, OH, PA, RI, SC, TN, TX, VA, WI
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