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Evan Rhys Rosser

EVOLUTIONARY TREE CAPITAL MANAGEMENT, LLC·ALEXANDRIA, Virginia
SIE, Series 14, Series 24Clean recordEVOLUTIONARY TREE CAPITAL MANAGEMENT, LLC
1199 N. FAIRFAX ST., ALEXANDRIA, VA 22314CRD# 863944Firm CRD# 291127

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Evan Rhys Rosser · ALEXANDRIA, VA
Registration
CRD #863944 · EVOLUTIONARY TREE CAPITAL MANAGEMENT, LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 14
Series 24
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
EVOLUTIONARY TREE CAPITAL MANAGEMENT, LLC
CRD 291127 · SEC 801-119228
AUM
$103M
Regulatory assets under management
Employees
5
98 client accounts
Services offered by EVOLUTIONARY TREE CAPITAL MANAGEMENT, LLC
Per Form ADV
Portfolio management (individuals)
Portfolio management (pooled investments)
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
Institutional Investors
View all advisors at EVOLUTIONARY TREE CAPITAL MANAGEMENT, LLC →
Introduction

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Frequently Asked Questions

What services does Evan Rhys Rosser offer?
Evan Rhys Rosser specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in ALEXANDRIA, Virginia for a consultation.
What are Evan Rhys Rosser's credentials?
Evan Rhys Rosser is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Evan Rhys Rosser located?
Evan Rhys Rosser is based in ALEXANDRIA, Virginia, working with EVOLUTIONARY TREE CAPITAL MANAGEMENT, LLC. Their office serves clients in the ALEXANDRIA metropolitan area and surrounding communities.
How does Evan Rhys Rosser charge for services?
Evan Rhys Rosser'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 EVOLUTIONARY TREE CAPITAL MANAGEMENT, LLC?
EVOLUTIONARY TREE CAPITAL MANAGEMENT, LLC has approximately 5 employees and manages $103M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at EVOLUTIONARY TREE CAPITAL MANAGEMENT, LLC

Diane Mottola Daly
ALEXANDRIA, VA
Thomas Merrill Ricketts
ALEXANDRIA, VA
Bryan K Jacobsen
ALEXANDRIA, VA

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Research
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