Spencer Kane Avalos
Investment adviser representative at Darwin Wealth Management
10 yearsExperience
3 statesRegistered in
$614.5MFirm assets
12 yearsFirm in business
Are you Spencer Kane Avalos? Claim your profile
Contact this firm
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
- Pension consulting
Experience
10 years in the industry.
- Innovation Partners LLCMay 2025 to now
- Darwin Insurance Group, LLCDec 2022 to now
- Darwin Wealth Management, LLCJun 2022 to now
- Bank of America, N.A.Oct 2019 to Jun 2022
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedSep 2019 to Jun 2022
- Jpm Investment ManagementOct 2017 to Aug 2019
- Lord Abbett & Co. LLCJul 2016 to Oct 2017
Exams passed
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 3 states (CT, FL, TX).
Darwin Wealth Management
Legal name: Darwin Wealth Management, LLC
$614.5MAssets managed
835Clients
12Advisers
12 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
- 6682993
- Firm CRD
- 166585