David John Obrien
Investment adviser representative at Evoadvisors
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$337.2MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Fixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- EvoadvisorsApr 2016 to now
- Evolution AdvisersJan 2016 to now
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2004
- Series 65 · Uniform Investment Adviser Law2004
State registrations
Registered as an investment adviser representative in 1 state (VA).
Evoadvisors
Legal name: Evolution Advisers, Inc.
$337.2MAssets managed
168Clients
5Advisers
9 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
- 4776650
- Firm CRD
- 149615