Nicholas James Evans
Investment adviser representative at CM Wealth Advisors LLC
13 yearsExperience
1 stateRegistered in
$3.6BFirm assets
22 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 feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
13 years in the industry.
- CM Wealth Advisors LLCSep 2021 to now
- Golden Reserve, LLCJan 2020 to Jul 2021
- Merrill LynchJan 2018 to Jan 2020
- BakerhostetlerMay 2016 to Aug 2017
- Ohio State UniversityAug 2013 to Dec 2017
Exams passed
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 1 state (OH).
CM Wealth Advisors LLC
$3.6BAssets managed
244Clients
5Advisers
22 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
- 6904475
- Firm CRD
- 119467