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Stephen Edwin Evans

Systematic Alpha Investments, LLC

Princeton, NJ

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Current Employers
Systematic Alpha Investments, Llc

36 Mercer Street, Princeton, NJ 08540 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APP_PEND_IARCE 2026-01-01
  • NJ RA
    APP_PEND_IARCE
    Since 2026-01-01

Branch Locations

36 Mercer Street, Princeton, NJ 08540 • 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
Ust Securities Princeton NJ 06/2004 03/2017
Ust Company Princeton NJ 06/2004 03/2017
Advisory Research, Inc. Chicago IL 04/2017 07/2018
Systematic Alpha Investments, Llc Princeton NJ 07/2018 Present
Previous Registrations
  • 2017-04-17 → 2018-10-16
    Advisory Research Inc
    Chicago, IL
  • 2000-03-03 → 2004-06-22
    Merrill Lynch Investment Managers Lp
    Princeton, NJ
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1997-04-14
S65 Uniform Investment Adviser Law Examination 1997-04-14
  • S63 Uniform Securities Agent State Law Examination
    1997-04-14
  • S65 Uniform Investment Adviser Law Examination
    1997-04-14
Designations

View on SEC IAPD

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Other Offices

BLACKROCK INVESTMENT MANAGEMENT, LLC · PRINCETON, NJ
SONGBIRD CAPITAL, LLC · PRINCETON, NJ
J.P. MORGAN SECURITIES LLC · Princeton, NJ
PNC WEALTH MANAGEMENT LLC · PRINCETON, NJ
RBC CAPITAL MARKETS, LLC · Princeton, NJ
WATERMARK GROUP, INC. · PRINCETON, NJ
PRINCETON EQUITY GROUP · PRINCETON, NJ
MERCATOR PARTNERS · PRINCETON, NJ

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