Evan
Riss
Financial Gravity Family Office Services, LLC
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About this Advisor
Evan Riss is a financial advisor based in Columbia, Maryland, working with Financial Gravity Family Office Services, LLC. Evan has previously held positions at Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America Merrill Lynch, Tressler Game Preserve, Tide Creek Financial Group, Columbia Association, Oakland Mills Middle/High School, Ohio State University, Bank Of America, N.A, Financial Gravity Family Office Services, LLC, Choptank Annapolis For Atlas Restaurants, and Southern Lacrosse Officials Association. Evan has passed the Series 66 regulatory exam and is registered to provide services in Maryland and Texas. Currently, Evan is part of Financial Gravity Family Office Services, LLC, which operates out of Columbia, Maryland. The firm has 2 offices and 45 employees. The firm manages assets totaling $365.4 million 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, and selection of other advisers. The fee structure at Financial Gravity Family Office Services, LLC includes asset-based and hourly fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Financial Gravity Family Office Services, LLC Brokerage Details
$365,435,097
45
2,654
$137,692
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Evan Riss Work History
Financial Gravity Family Office Services, LLC
Choptank Annapolis For Atlas Restaurants
Southern Lacrosse Officials Association
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America, N.A
Bank Of America Merrill Lynch
Tressler Game Preserve
Tide Creek Financial Group
Columbia Association
Columbia Association
Ohio State University
Columbia Association
Oakland Mills Middle/High School
Disclosures
Please visit the SEC profile of Evan Riss to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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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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