Evan Mitchel Banks

Employer firm

Park Avenue Securities LLC CRD 46173

$19.6B regulatory AUM 38,649 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2000 → Present
  Guardian Life Insurance Company
  Needham, MA
• 04/2001 → Present
  Park Avenue Securities
  Needham, MA
• 06/2024 → Present
  Guardian Life Insurance Company
  Webster, MA
• 06/2024 → Present
  Park Avenue Securities
  Webster, MA

Other Businesses

1. Rental property-My wife owns rental property, Start: 03/04/2015, Address: 30 St Paul Street #2 Brookline, MA, 1 non bus hr per month, Investment related, 2. Evast Realty-Owner of LLC for sole purpose of owning a rental property, Start: 12/31/2018, Address: 10 Park St Uxbridge, MA 01570, 2 non bus hr per month, Investment related, 3) B Fam Realty Group-co-manager of B Fam Realty Group, LLC, Start: 09/17/2021, Address: 7 Harding St Grafton, MA 01560, 1 total hours per month 0 during securities trading hours, Investment related, No annual compensation, 4) Trustee for Estelle Banks Revocable Trust-mother Start: 02/07/2024, Address: 17 Mark Ave Webster, MA 01570, 1 total hours per month; 0 during securities trading hours, Investment related, No annual compensation, 5) Trustee for Neal Banks Trust-brother Start: 02/07/2024, Address: 17 Mark Ave Webster, MA 01570, 1 total hours per month; 0 during securities trading hours, Investment related, No annual compensation,

Exams

• S65 Uniform Investment Adviser Law Examination
  2001-05-30
• S63 Uniform Securities Agent State Law Examination
  2001-05-16

Designations

• Certified Financial Planner

Other Names

• Evan Mitchel Banks
• Evan M Banks