Evan Purdy
Evan Purdy is a registered investment advisor at Cetera Investment Advisers LLC, based in Manasquan, NJ, with 1 years of industry experience. Evan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
2317 Rt 34, Suite 1D & 1E, Manasquan, NJ, 08736
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Regulatory History
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 ActivitiesSells Insurance
Evan sells fixed insurance products with various companies since 2004, dedicating a few hours per week. He also works as a financial professional for Allied Wealth Partners, spending full-time hours providing financial services since December 2024.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
State Registrations4 states
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