Evan
Riss

Financial Gravity Family Office Services, LLC

CRD#7390517
Investment Advisor
in Columbia, MD

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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

Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges

Office Location

Columbia, MD

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Financial Gravity Family Office Services, LLC Brokerage Details

Total Assets Under Management

$365,435,097

MD Average: $3,042,739,679
Total Number of Employees

45

MD Average: 49
Total Number of Accounts

2,654

MD Average: 2,315
Average Account Size

$137,692

MD Average: $1,314,358

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Evan Riss Work History

2023 - Present (2 years)

Financial Gravity Family Office Services, LLC

2023 - Present (2 years)

Choptank Annapolis For Atlas Restaurants

2023 - Present (2 years)

Southern Lacrosse Officials Association

2022 - 2023 (1 year)

Merrill Lynch, Pierce, Fenner & Smith Inc

2022 - 2023 (1 year)

Bank Of America, N.A

2021 - 2021 (< 1 year)

Bank Of America Merrill Lynch

2020 - 2020 (< 1 year)

Tressler Game Preserve

2019 - 2019 (< 1 year)

Tide Creek Financial Group

2019 - 2019 (< 1 year)

Columbia Association

2018 - 2018 (< 1 year)

Columbia Association

2017 - 2022 (5 years)

Ohio State University

2014 - 2017 (3 years)

Columbia Association

2012 - 2017 (5 years)

Oakland Mills Middle/High School

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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.

Financial Advisors at Financial Gravity Family Office Services, LLC

Kristopher Blasl
Austin, TX
Charles Love
North Richland Hills, TX
Brian Lang
Austin, TX
Karen Cassidy
Arroyo Grande, CA
Roy Kelsey
Altamonte Springs, FL
Philip Kehoe
Austin, TX
Timothy Terry
Tomball, TX
Michael French
Austin, TX

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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