Unclaimed Profile

Charles Costa Evangelakos

PALLAS CAPITAL ADVISORS, LLC·BRAINTREE, Massachusetts

Clean recordPALLAS CAPITAL ADVISORS, LLC

45 BRAINTREE HILL OFFICE PARK, BRAINTREE, MA 02184CRD# 2349616Firm CRD# 310327

Profile Verification

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

Identity

Charles Costa Evangelakos · BRAINTREE, MA

Registration

CRD #2349616 · PALLAS CAPITAL ADVISORS, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Charles Costa Evangelakos is a registered financial advisor based in BRAINTREE, Massachusetts, affiliated with PALLAS CAPITAL ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

PALLAS CAPITAL ADVISORS, LLC

AUM

$3.0B

Regulatory assets under management

Employees

Total firm employees

View all advisors at PALLAS CAPITAL ADVISORS, LLC →

Services

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 2349616

Firm CRD# 310327

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Charles Costa Evangelakos offer?

Charles Costa Evangelakos specializes in Financial Planning, Investment Management. Contact their office in BRAINTREE, Massachusetts for a consultation.

What are Charles Costa Evangelakos's credentials?

Charles Costa Evangelakos is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Charles Costa Evangelakos located?

Charles Costa Evangelakos is based in BRAINTREE, Massachusetts, working with PALLAS CAPITAL ADVISORS, LLC. Their office serves clients in the BRAINTREE metropolitan area and surrounding communities.

How does Charles Costa Evangelakos charge for services?

Charles Costa Evangelakos'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 PALLAS CAPITAL ADVISORS, LLC?

PALLAS CAPITAL ADVISORS, LLC has approximately 30 employees and manages $3.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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