Evan Kralstein
Evan Kralstein is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Melville, NY, with 36 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
900 Walt Whitman Road, Suite 306, Melville, NY, 11747
Get directionsHistory
Regulatory History (1)
Customer Dispute
January 2002Other Business ActivitiesSells Insurance
Evan shops for insurance products from major carriers through Bisys Insurance/Crump, dedicating minimal time to this activity. He also owns Evan Thomas Financial LLC and Jace II LLC, both requiring minimal time and the latter being for real estate lease purposes.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Robert Thomas Securities, INCBroker
Chase Investment Services CORP.Broker
Chemical Investment Services CORP.Broker
Liberty Securities CorporationBroker
Citicorp Investment ServicesBroker
Citicorp Financial Services,inc.Broker
Landmark Brokerage Services, INC.Broker
Vanderbilt Securities, INC.Broker
Power Securities CorporationBroker
Allied Capital Group, INC.Broker
State Registrations15 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.