Evan Chen Croteau
Investment adviser representative at Money Concepts Advisory Service
12 yearsExperience
2 statesRegistered in
$4.1BFirm assets
35 yearsFirm in business
Are you Evan Chen Croteau? 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 feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Money Concepts Capital CorpJul 2026 to now
- Monte Financial Group LLCSep 2025 to Nov 2025
- Morgan StanleyFeb 2025 to Aug 2025
- Central European InstituteJun 2024 to Aug 2024
- Quinnipiac UniversityAug 2022 to May 2026
- Tjx Companies, IncNov 2021 to Feb 2025
- Moo's Place LLCApr 2021 to Sep 2021
- JourneysNov 2020 to Jun 2021
- Boys & Girls Clubs of AmericaJun 2020 to Aug 2020
- Greater Derry Extended Day ProgramSep 2019 to Jun 2020
- Pinkerton AcademySep 2018 to Jun 2022
- Saint Thomas Aquinas SchoolAug 2014 to Jun 2018
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 2 states (MA, NH).
Money Concepts Advisory Service
Legal name: Money Concepts Capital Corp
$4.1BAssets managed
17,032Clients
386Advisers
35 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
- 8312093
- Firm CRD
- 12963