Evan Bozymski

Employer firm

Planmember Securities Corporation CRD 11869

$10.1B regulatory AUM 125 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• 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

• 02/2017 → 04/2018
  Deutsche Bank Securities Inc.
  New York, NY
• 08/2015 → 04/2017
  Db Ag Filiale New York
  New York, NY
• 10/2021 → Present
  Highgtower Advisors
  Chicago, IL
• 07/2018 → 09/2021
  Tramec, Llc
  Iola, KS

Previous Registrations

• 2022-02-25 → 2023-01-02
  Hightower Advisors, Llc
  Newport Beach, CA
  Chicago, IL

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-02-25
• S63 Uniform Securities Agent State Law Examination
  2017-05-08

Other Names

• Evan Bozymski
• Evan Alexander Bozymski