Unclaimed Profile

Alan O Rotter

EVOLUTION WEALTH ADVISORS, LLC·AVENTURA, Florida

Clean recordEVOLUTION WEALTH ADVISORS, LLC

20900 NE 30TH AVENUE, AVENTURA, FL 33180CRD# 6738879Firm CRD# 285142

Profile Verification

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

Identity

Alan O Rotter · AVENTURA, FL

Registration

CRD #6738879 · EVOLUTION WEALTH ADVISORS, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Alan O Rotter is a registered financial advisor based in AVENTURA, Florida, affiliated with EVOLUTION WEALTH ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Wealth Management

Client Types

Individuals

Introduction

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Firm Overview

Firm

EVOLUTION WEALTH ADVISORS, LLC

AUM

$952M

Regulatory assets under management

Employees

Total firm employees

View all advisors at EVOLUTION WEALTH ADVISORS, LLC →

Services

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Other

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 6738879

Firm CRD# 285142

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Frequently Asked Questions

What services does Alan O Rotter offer?

Alan O Rotter specializes in Investment Management, Wealth Management. Contact their office in AVENTURA, Florida for a consultation.

What are Alan O Rotter's credentials?

Alan O Rotter is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Alan O Rotter located?

Alan O Rotter is based in AVENTURA, Florida, working with EVOLUTION WEALTH ADVISORS, LLC. Their office serves clients in the AVENTURA metropolitan area and surrounding communities.

How does Alan O Rotter charge for services?

Alan O Rotter's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is EVOLUTION WEALTH ADVISORS, LLC?

EVOLUTION WEALTH ADVISORS, LLC has approximately 12 employees and manages $952M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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