Unclaimed Profile

David Michael Smitten

EVOLVE WEALTH ADVISORS LP·SCOTTSDALE, Arizona

Series 65Clean record10 years registeredEVOLVE WEALTH ADVISORS LP

16427 NORTH SCOTTSDALE ROAD, SCOTTSDALE, AZ 85254CRD# 6552785Firm CRD# 316038

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

David Michael Smitten · SCOTTSDALE, AZ

Registration

CRD #6552785 · EVOLVE WEALTH ADVISORS LP · 10 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: EVOLVE WEALTH ADVISORS LP

EVOLVE WEALTH ADVISORS LP

Nov 2021 – Jul 2024

SCOTTSDALE, AZ

KEATSCONNELLY

Jan 2016 – Jan 2020

PHOENIX, AZ

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · January 6, 2016

Years registered · 10

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

EVOLVE WEALTH ADVISORS LP

CRD 316038 · SEC 801-122190

AUM

$21M

Regulatory assets under management

Employees

18 client accounts

Services offered by EVOLVE WEALTH ADVISORS LP

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at EVOLVE WEALTH ADVISORS LP →

Introduction

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Frequently Asked Questions

What services does David Michael Smitten offer?

David Michael Smitten specializes in Financial Planning, Investment Management.

What are David Michael Smitten's credentials?

David Michael Smitten is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is David Michael Smitten located?

David Michael Smitten is based in SCOTTSDALE, Arizona, last registered with EVOLVE WEALTH ADVISORS LP.

How does David Michael Smitten charge for services?

David Michael Smitten's firm is compensated through percentage of aum, hourly charges, other: use of sub-advisers. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is EVOLVE WEALTH ADVISORS LP?

EVOLVE WEALTH ADVISORS LP has approximately 4 employees and manages $21M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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