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Kenneth Daniel Evans

MOSS ADAMS WEALTH ADVISORS LLC·SEATTLE, Washington
SIE, Series 7, Series 24, Series 66Clean recordMOSS ADAMS WEALTH ADVISORS LLC
999 THIRD AVE STE 2800, SEATTLE, WA 98104CRD# 5615873Firm CRD# 108917

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Kenneth Daniel Evans · SEATTLE, WA
Registration
CRD #5615873 · MOSS ADAMS WEALTH ADVISORS LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 66
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
MOSS ADAMS WEALTH ADVISORS LLC
CRD 108917 · SEC 801-58074
AUM
$3.9B
Regulatory assets under management
Employees
68
4,226 client accounts
Services offered by MOSS ADAMS WEALTH ADVISORS LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
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 MOSS ADAMS WEALTH ADVISORS LLC →
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Frequently Asked Questions

What services does Kenneth Daniel Evans offer?
Kenneth Daniel Evans specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SEATTLE, Washington for a consultation.
What are Kenneth Daniel Evans's credentials?
Kenneth Daniel Evans is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kenneth Daniel Evans located?
Kenneth Daniel Evans is based in SEATTLE, Washington, working with MOSS ADAMS WEALTH ADVISORS LLC. Their office serves clients in the SEATTLE metropolitan area and surrounding communities.
How does Kenneth Daniel Evans charge for services?
Kenneth Daniel Evans'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 MOSS ADAMS WEALTH ADVISORS LLC?
MOSS ADAMS WEALTH ADVISORS LLC has approximately 68 employees and manages $3.9B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at MOSS ADAMS WEALTH ADVISORS LLC

Justin Alexander Fisher
SEATTLE, WA
Erica Lane Coogan
SEATTLE, WA
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Christopher John Waetzig
SEATTLE, WA
Jennifer Rose Furness
SEATTLE, WA

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