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Charles Evan Daugherty

Sage Mountain Advisors, LLC

Atlanta, GA

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Current Employers
Sage Mountain Advisors, Llc

945 East Paces Ferry Road Ne Suite 2660, Atlanta, GA 30326 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2025-11-20
  • GA RA
    APPROVED
    Since 2025-11-20

Branch Locations

945 East Paces Ferry Road Ne Suite 2660, Atlanta, GA 30326 • United States

Disclosures

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

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Genspring Family Offices Atlanta GA 01/2016 03/2017
Genspring Family Offices Atlanta GA 03/2017 12/2017
Suntrust Bank Atlanta GA 01/2018 02/2021
Suntrust Advisory Services, Inc Atlanta GA 03/2019 02/2021
Truist Advisory Services, Inc. Atlanta GA 02/2021 09/2022
Pnc Bank Lexington KY 09/2022 10/2025
Sage Mountain Advisors Atlanta GA 10/2025 Present
  • 01/2016 → 03/2017
    Genspring Family Offices
    Atlanta, GA
  • 03/2017 → 12/2017
    Genspring Family Offices
    Atlanta, GA
  • 01/2018 → 02/2021
    Suntrust Bank
    Atlanta, GA
  • 03/2019 → 02/2021
    Suntrust Advisory Services, Inc
    Atlanta, GA
  • 02/2021 → 09/2022
    Truist Advisory Services, Inc.
    Atlanta, GA
  • 09/2022 → 10/2025
    Pnc Bank
    Lexington, KY
  • 10/2025 → Present
    Sage Mountain Advisors
    Atlanta, GA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-09-09
  • S65 Uniform Investment Adviser Law Examination
    2019-09-09
Designations
Other Names
  • Evan Daugherty

View on SEC IAPD

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RBC CAPITAL MARKETS, LLC · Atlanta, GA
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