Evan Thomas Carey
Investment adviser representative at Beacon Hill Wealth Management Ltd
10 yearsExperience
1 stateRegistered in
$148.6MFirm 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 assets
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.
- Beacon Hill Wealth Management LtdSep 2025 to now
- BMO Nesbitt BurnsMay 2024 to Aug 2025
- Tall Tree Integrated HealthApr 2021 to Jun 2024
- Gavf Advisory Inc.Apr 2020 to Apr 2021
- University of VictoriaSep 2016 to Apr 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (TX).
Beacon Hill Wealth Management Ltd
$148.6MAssets managed
180Clients
5Advisers
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
- 8239003
- Firm CRD
- 325860