Joseph Nicola Evangelista
Investment adviser representative at Wingate Wealth Advisors, Inc.
30 yearsExperience
1 stateRegistered in
$1.4BFirm assets
39 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
30 years in the industry.
- Wingate Wealth Advisors, Inc.May 2003 to now
- Wingate Capital CorpMay 2003 to now
- Wingate Financial CorpMay 2003 to now
- Wingate Financial Group, IncMay 2003 to now
- Wingate Planning CorpMay 2003 to now
- American Express Financial Advisors Inc.Apr 1999 to now
- Ids Life Insurance CompanyApr 1999 to now
- Suffolk University Law SchoolAug 1996 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
- Series 66 · Uniform Combined State Law2001
- Series 65 · Uniform Investment Adviser Law2015
State registrations
Registered as an investment adviser representative in 1 state (MA).
Wingate Wealth Advisors, Inc.
$1.4BAssets managed
649Clients
15Advisers
39 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3218041
- Firm CRD
- 105012