Unclaimed Profile

Patrick T Evans

GRANT STREET ASSET MANAGEMENT INC·CANONSBURG, Pennsylvania

Series 7, Series 6616 years registeredGRANT STREET ASSET MANAGEMENT INC

380 SOUTHPOINTE BLVD, CANONSBURG, PA 15317CRD# 5808055Firm CRD# 106980

Profile Verification

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

Identity

Patrick T Evans · CANONSBURG, PA

Registration

CRD #5808055 · GRANT STREET ASSET MANAGEMENT INC · 16 years registered

Brand Profile

Not yet started

Career History

GRANT STREET ASSET MANAGEMENT INC

Oct 2013 – present

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Nov 2011 – Oct 2013

CHARLOTTE, NC

EDWARD JONES

Aug 2010 – Sep 2011

CHARLOTTE, NC

Registrations & Exams

FINRA examinations passed

Series 7

Series 66

Registration record

First registered · August 10, 2010

Years registered · 16

Disclosure History

2024Regulatory·Final

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

GRANT STREET ASSET MANAGEMENT INC

CRD 106980 · SEC 801-43095

AUM

$579M

Regulatory assets under management

Employees

1,130 client accounts

Services offered by GRANT STREET ASSET MANAGEMENT INC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at GRANT STREET ASSET MANAGEMENT INC →

Introduction

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Frequently Asked Questions

What services does Patrick T Evans offer?

Patrick T Evans specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in CANONSBURG, Pennsylvania for a consultation.

What are Patrick T Evans's credentials?

Patrick T Evans is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Patrick T Evans located?

Patrick T Evans is based in CANONSBURG, Pennsylvania, working with GRANT STREET ASSET MANAGEMENT INC. Their office serves clients in the CANONSBURG metropolitan area and surrounding communities.

How does Patrick T Evans charge for services?

Patrick T Evans'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 GRANT STREET ASSET MANAGEMENT INC?

GRANT STREET ASSET MANAGEMENT INC has approximately 13 employees and manages $579M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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