EC
EC

Evan Crook

5 Years of Experience
Charlotte,, NC
Broker

Evan Crook is a registered investment advisor, based in Charlotte,, NC, with 5 years of industry experience.

Location

1030 Admiral Nelson Ct, Charlotte,, NC, 28262

Get directions

History

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 →
Other Business Activities

Evan is a professional golfer, playing in events, starting in May 2025. This activity takes about half of his time and is not investment-related.

Employment History
Current Registrations
Vanguard Marketing CorporationBroker
September 2025 - Present · 8 mos
Vanguard Advisers, INC.
September 2025 - Present · 8 mos
Vanguard Marketing Corporation
September 2025 - Present · 8 mos
Previous Registrations
Strategic Advisers LLC
March 2025 - September 2025 · 6 mos
Fidelity Personal and Workplace Advisors
April 2024 - March 2025 · 11 mos
Fidelity Brokerage Services LLCBroker
January 2024 - September 2025 · 1 yr 8 mos
Bigfin Capital, LLC
January 2023 - September 2023 · 8 mos
Bigfin Capital, LLC
September 2020 - December 2022 · 2 yrs 3 mos
State Registrations2 states
NCTX
AdvisorBrokerBoth

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.
Evan Crook - Financial Advisor | TrueAdvisor