Michael
Evans

Seia

CRD#2536680
Investment Advisor
in Los Angeles, CA

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About this Advisor

Michael Evans is a financial advisor based in Los Angeles, California, working with Seia. Michael has previously held positions at Signator Investors, Inc, Seia LLC, Ses Inc, and Royal Alliance Associates, Inc. Michael has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California and Texas. Currently, Michael is part of Seia, which operates out of Los Angeles, California. The firm has 22 offices and 138 employees. The firm manages assets totaling $14.2 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, and educational seminars. The fee structure at Seia includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

2121 Avenue Of The Stars Suite 1600
Los Angeles, CA 90067

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Seia Brokerage Details

Total Assets Under Management

$14,211,502,743

CA Average: $7,578,581,321
Total Number of Employees

138

CA Average: 43
Total Number of Accounts

18,483

CA Average: 3,727
Average Account Size

$768,896

CA Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Educational seminars/workshops

Michael Evans Work History

2023 - Present (1 year)

Ses Inc

2003 - Present (21 years)

Seia LLC

2018 - 2023 (5 years)

Royal Alliance Associates, Inc

2003 - 2018 (15 years)

Signator Investors, Inc

Disclosures

Please visit the SEC profile of Michael Evans to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Seia

Claire Caprio
Mc Lean, VA
Aaron Jett
Los Angeles, CA
Christopher Gardner
Los Angeles, CA
Liselotte Richards
Los Angeles, CA
Kelli French
Newport Beach, CA
Sara Hendrix
Redondo Beach, CA
Calvin Tseng
Los Angeles, CA
Drew Kubicki
Los Angeles, CA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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