Niels Mcevoy

Employer firm

Eastsound Capital Advisors, LLC CRD 160180

$215M regulatory AUM 4 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• Periodicals / newsletters
• 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

• 09/2014 → 03/2021
  Google
  Dublin
• 04/2021 → Present
  Cross Border Planning
  Leuven

Other Businesses

Financial planning through Cross Border Planning. In this position Mr. Mcevoy provides financial planning services to clients. He spends approximately 30 hours a month in this endeavor

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-03-23