Evan M Grey
Investment adviser representative at Matauro, LLC
14 yearsExperience
3 statesRegistered in
$1BFirm assets
2 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
14 years in the industry.
- Matauro, LLCSep 2024 to now
- Equitable Advisors, LLCNov 2012 to Sep 2024
- AXA AdvisorsNov 2012 to Jun 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2012
- Series 65 · Uniform Investment Adviser Law2014
State registrations
Registered as an investment adviser representative in 3 states (NC, NY, TX).
Matauro, LLC
$1BAssets managed
876Clients
10Advisers
2 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
- 6114345
- Firm CRD
- 333038