Evan Andrew Chiarenzelli

Employer firm

Craft Wealth Services CRD 289557

$121M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

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

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

Current Employers

Employment History

• 08/2013 → 09/2017
  Oppenheimer & Co. Inc.
  Southbury, CT
• 09/2017 → Present
  Craft Asset Management Llc
  Tampa, FL
• 10/2017 → 05/2019
  Purshe Kaplan Sterling Investments, Inc
  Albany, NY
• 04/2019 → 01/2024
  Simplex Belli Partners, Llc
  Miami, FL
• 11/2021 → 09/2024
  Dr. Cannabus/Keb Enterprises Llc
  Bradenton, FL
• 12/2022 → Present
  Evan Chiarenzelli As Insurance Agent
  Tampa, FL

Previous Registrations

• 2013-09-17 → 2017-09-08
  Oppenheimer & Co. Inc.
  Cincinnati, OH
  Washington, DC
  Southbury, CT
• 2011-07-11 → 2013-08-23
  Voya Financial Advisors, Inc.
  Tysons Corner, VA
  Philadelphia, PA

Other Businesses

Evan Chiarenzelli as insurance agent - investment related - Tampa, FL - Insurance Agent - 12/2022 - concurrent with Craft Asset Management - insurance sales.

Exams

• S65 Uniform Investment Adviser Law Examination
  2011-07-01
• S63 Uniform Securities Agent State Law Examination
  2011-06-20

Other Names

• Evan Chiarenzelli