Unclaimed Profile

Charles Costa Evangelakos

PALLAS CAPITAL ADVISORS, LLC·BRAINTREE, Massachusetts

SIE, Series 6, Series 7, Series 63, Series 65Clean record25 years registeredPALLAS 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 · 25 years registered

Brand Profile

Not yet started

Career History

PALLAS CAPITAL ADVISORS, LLC

Nov 2020 – present

GOSS ADVISORS

Jul 2019 – Dec 2020

BRAINTREE, MA

LINCOLN FINANCIAL ADVISORS CORPORATION

Aug 2000 – Jul 2019

BOSTON, MA

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 63

Series 65

Registration record

First registered · August 23, 2000

Years registered · 25

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

PALLAS CAPITAL ADVISORS, LLC

CRD 310327 · SEC 801-119646

AUM

$3.0B

Regulatory assets under management

Employees

3,566 client accounts

Services offered by PALLAS CAPITAL ADVISORS, LLC

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 PALLAS CAPITAL ADVISORS, LLC →

Introduction

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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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