Unclaimed Profile

Evan Christopher Leroy

RETIREMENT INCOME SOLUTIONS, INC.·ANN ARBOR, Michigan

Series 7, Series 31, Series 65, Series 66Clean record17 years registeredRETIREMENT INCOME SOLUTIONS, INC.

2301 PLATT ROAD, ANN ARBOR, MI 48104CRD# 5148403Firm CRD# 110145

Profile Verification

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

Identity

Evan Christopher Leroy · ANN ARBOR, MI

Registration

CRD #5148403 · RETIREMENT INCOME SOLUTIONS, INC. · 17 years registered

Brand Profile

Not yet started

Career History

RETIREMENT INCOME SOLUTIONS, INC.

Apr 2018 – present

FIFTH THIRD SECURITIES, INC.

Sep 2009 – Nov 2011

ANN ARBOR, MI

MORGAN STANLEY SMITH BARNEY LLC

Jun 2009 – Sep 2009

LIVONIA, MI

MORGAN STANLEY & CO. INCORPORATED

Nov 2008 – Jun 2009

LIVONIA, MI

Registrations & Exams

FINRA examinations passed

Series 7

Series 31

Series 65

Series 66

Registration record

First registered · November 7, 2008

Years registered · 17

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

RETIREMENT INCOME SOLUTIONS, INC.

CRD 110145 · SEC 801-71319

AUM

$2.4B

Regulatory assets under management

Employees

1,267 client accounts

Services offered by RETIREMENT INCOME SOLUTIONS, INC.

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 RETIREMENT INCOME SOLUTIONS, INC. →

Introduction

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Frequently Asked Questions

What services does Evan Christopher Leroy offer?

Evan Christopher Leroy specializes in Financial Planning, Investment Management. Contact their office in ANN ARBOR, Michigan for a consultation.

What are Evan Christopher Leroy's credentials?

Evan Christopher Leroy is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Evan Christopher Leroy located?

Evan Christopher Leroy is based in ANN ARBOR, Michigan, working with RETIREMENT INCOME SOLUTIONS, INC.. Their office serves clients in the ANN ARBOR metropolitan area and surrounding communities.

How does Evan Christopher Leroy charge for services?

Evan Christopher Leroy's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is RETIREMENT INCOME SOLUTIONS, INC.?

RETIREMENT INCOME SOLUTIONS, INC. has approximately 23 employees and manages $2.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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