Jeffrey Daniel Evans

Financial advisor at Greenwich Advisors, LLC · Greenwich, CT

Last updated 2026-10-10

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Jeffrey Daniel Evans is a financial advisor at Greenwich Advisors, LLC in Greenwich, CT, CRD 1450880. Licenses and exams on the registration: Series 63, Series 65. First registered 2018-02-07.

Registration

CRD number
1450880
Registration status
Active
First registered
2018-02-07
Years of experience
12
States registered
CA, CT, NY

Licenses and exams

  • Series 63
  • Series 65

Work history

  • 2014-07 to 2021-05 · Coventure, LLC · New York, NY
  • 2017-12 to Present · Greenwich Advisors LLC · Greenwich, CT

Current employment

SEC IAPD record for Jeffrey Daniel Evans

Greenwich Advisors, LLC

Regulatory AUM
$293,191,795
Registered advisors
5
Offices
5
Clients per advisor
14.4 (Low)
Average AUM per client
$4.1M (Moderate)
High-net-worth client ratio
51.4% (High)

Greenwich Advisors, LLC: advisors, services and reported ETF investments

What this firm offers

Filed by Greenwich Advisors, LLC on Form ADV.

Client services

  • Financial Planning Services
  • Individuals and Small Businesses
  • Businesses or Institutional Clients

Fee options

  • Percentage of Assets Under Management
  • Hourly Charges
  • Fixed Fees (Other Than Subscription)

Location

112 Mason Street, Greenwich, CT 06830

5 advisors at this office.

Greenwich Advisors office in Greenwich, CT

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Contact

The firm's filed contact details.

Official record

View the official SEC IAPD record

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