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Peter Lindsay Clemson

EVATI ADVISORY SERVICES, LLC·EVANSTON, Illinois
SIE, Series 7, Series 63, Series 99Clean recordEVATI ADVISORY SERVICES, LLC
1880 OAK AVE, SUITE 301, EVANSTON, IL 60201CRD# 3136893Firm CRD# 289281

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Peter Lindsay Clemson · EVANSTON, IL
Registration
CRD #3136893 · EVATI ADVISORY SERVICES, LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 63
Series 99
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
EVATI ADVISORY SERVICES, LLC
CRD 289281 · SEC 801-111667
AUM
$2M
Regulatory assets under management
Employees
3
93 client accounts
Services offered by EVATI ADVISORY SERVICES, LLC
Per Form ADV
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
View all advisors at EVATI ADVISORY SERVICES, LLC →
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Frequently Asked Questions

What services does Peter Lindsay Clemson offer?
Peter Lindsay Clemson specializes in Investment Management, Fee-Only Advisory. Contact their office in EVANSTON, Illinois for a consultation.
What are Peter Lindsay Clemson's credentials?
Peter Lindsay Clemson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Peter Lindsay Clemson located?
Peter Lindsay Clemson is based in EVANSTON, Illinois, working with EVATI ADVISORY SERVICES, LLC. Their office serves clients in the EVANSTON metropolitan area and surrounding communities.
How does Peter Lindsay Clemson charge for services?
Peter Lindsay Clemson's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is EVATI ADVISORY SERVICES, LLC?
EVATI ADVISORY SERVICES, LLC has approximately 3 employees and manages $2M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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