Ian Lucas Evans
Investment adviser representative at Cv Advisors LLC
10 yearsExperience
1 stateRegistered in
$15.1BFirm assets
14 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 assetsFixed 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.
- Cv Advisors LLCJun 2026 to now
- Seaview Investment ManagersJul 2023 to Jun 2026
- Universit� BocconiSep 2020 to Oct 2023
- St. Thomas Aquinas High SchoolSep 2016 to Jun 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
- Series 63 · Uniform Securities Agent State Law2025
State registrations
Registered as an investment adviser representative in 1 state (FL).
Cv Advisors LLC
$15.1BAssets managed
159Clients
4Advisers
14 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
- 7983769
- Firm CRD
- 164817