Nicholas Evans is a registered investment advisor at Cm Wealth Advisors LLC, based in Beachwood, OH, with 7 years of industry experience. Nicholas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 218 clients with $3.4B in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5 advisors
IM Fee
Planning only
Assets Under Management
$3.4B
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Location
2000 Auburn Drive, Suite 400, Beachwood, OH, 44122-4327
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Cm Wealth Advisors LLC
October 2021 - Present · 4 yrs 6 mos
Previous Registrations
Golden Reserve RIA, LLC
February 2020 - August 2021 · 1 yr 6 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
April 2018 - February 2020 · 1 yr 10 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
March 2018 - February 2020 · 1 yr 11 mos
State Registrations1 state
OH
Advisor
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.
Exams
No exam information available for this advisor.