Unclaimed Profile

Robert Mcpherson Spalding

EVATI ADVISORY SERVICES, LLC·EVANSTON, Illinois

Series 65Clean record8 years registeredEVATI ADVISORY SERVICES, LLC

1880 OAK AVE, SUITE 301, EVANSTON, IL 60201CRD# 6844795Firm CRD# 289281

Profile Verification

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

Identity

Robert Mcpherson Spalding · EVANSTON, IL

Registration

CRD #6844795 · EVATI ADVISORY SERVICES, LLC · 8 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: EVATI ADVISORY SERVICES, LLC

EPIC PRIVATE WEALTH

Oct 2022 – Jan 2025

Chicago, IL

EVATI ADVISORY

Sep 2017 – Jan 2021

EVANSTON, IL

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · September 8, 2017

Years registered · 8

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

EVATI ADVISORY SERVICES, LLC

CRD 289281 · SEC 801-111667

AUM

$2M

Regulatory assets under management

Employees

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 →

Introduction

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Frequently Asked Questions

What services does Robert Mcpherson Spalding offer?

Robert Mcpherson Spalding specializes in Investment Management, Fee-Only Advisory.

What are Robert Mcpherson Spalding's credentials?

Robert Mcpherson Spalding is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Robert Mcpherson Spalding located?

Robert Mcpherson Spalding is based in EVANSTON, Illinois, last registered with EVATI ADVISORY SERVICES, LLC.

How does Robert Mcpherson Spalding charge for services?

Robert Mcpherson Spalding'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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