Evgeniia Stevens

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers
Educational seminars
PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

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

One Bryant Park, New York, NY 10036 • United States

Current Registrations

Authority	Category	Status	Date
UT	RA	APPROVED	2019-04-11
TX	RA	APPROVED	2018-11-01
OK	RA	APPROVED	2018-10-25

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Salt Lake City	UT	05/2018	Present
Unemployed	Edmond	OK	04/2018	05/2018
Wells Fargo Advisors	Charleston	IL	09/2016	03/2018
Unemployed	Ephraim	UT	02/2016	09/2016
Bank Of America, N.A.	Salt Lake City	UT	04/2025	Present

05/2018 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Salt Lake City, UT
04/2018 → 05/2018

Unemployed

Edmond, OK
09/2016 → 03/2018

Wells Fargo Advisors

Charleston, IL
02/2016 → 09/2016

Unemployed

Ephraim, UT
04/2025 → Present

Bank Of America, N.A.

Salt Lake City, UT

Code	Exam	Date
S66	Uniform Combined State Law Examination	2018-10-24

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