Inactive

Evan K Smith

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Current Employers

Corient

830 Brickell Plaza Suite 4800, Miami, FL 33131 • United States

Current Registrations

Authority	Category	Status	Date
NJ	RA	APPROVED	2026-07-30

NJ RA
APPROVED

Since 2026-07-30

Branch Locations

60 Columbia Road Building A Suite 300, Morristown, NJ 07960 • 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

Organization	City	State	From	To
Atlas Fiduciary Financial, Llc	Oakland	NJ	08/2020	07/2022
Fhc Wealth Advisors	Paramus	NJ	11/2019	08/2020
Northewestern Mutual	Morristown	NJ	07/2019	11/2019
Mariner Wealth Advisors	Madison	NJ	02/2019	07/2019
Full Time Student	Rutherford	NJ	01/2012	02/2019
Beacon Trust	Morristown	NJ	07/2022	07/2026
Corient	Morristown	NJ	07/2026	Present
Corient Services Llc	Miami	FL	07/2026	Present

08/2020 → 07/2022

Atlas Fiduciary Financial, Llc

Oakland, NJ
11/2019 → 08/2020

Fhc Wealth Advisors

Paramus, NJ
07/2019 → 11/2019

Northewestern Mutual

Morristown, NJ
02/2019 → 07/2019

Mariner Wealth Advisors

Madison, NJ
01/2012 → 02/2019

Full Time Student

Rutherford, NJ
07/2022 → 07/2026

Beacon Trust

Morristown, NJ
07/2026 → Present

Corient

Morristown, NJ
07/2026 → Present

Corient Services Llc

Miami, FL

Previous Registrations

2023-07-12 → 2026-07-21

Beacon Trust

Morristown, NJ
2022-05-18 → 2022-07-11

Atlas Fiduciary Financial, Llc

Sarasota, FL

Oakland, NJ

Designations

View on SEC IAPD

More in Morristown, NJ

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