Evan K Smith
Investment adviser representative at Corient
14 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$165.3BFirm assets
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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
- Pension consulting
- Market timing
- Seminars and workshops
Experience
14 years in the industry.
- CorientJul 2026 to now
- Corient Services LLCJul 2026 to now
- Beacon TrustJul 2022 to Jul 2026
- Atlas Fiduciary Financial, LLCAug 2020 to Jul 2022
- Fhc Wealth AdvisorsNov 2019 to Aug 2020
- Northewestern MutualJul 2019 to Nov 2019
- Mariner Wealth AdvisorsFeb 2019 to Jul 2019
- Full Time StudentJan 2012 to Feb 2019
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (NJ).
Corient
Legal name: Corient Private Wealth LP
$165.3BAssets managed
26,586Clients
669Advisers
4 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
- 7170339
- Firm CRD
- 319448