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Ian Lucas Evans

Cv Advisors LLC

Aventura, FL

CRD 7983769

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Employer firm

Cv Advisors LLC CRD 164817

$15.1B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Selection of other advisers
  • CONSOLIDATED FINANCIAL REPORTING

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

Current Employers
Cv Advisors Llc

19495 Biscayne Boulevard Suite Ph1, Aventura, FL 33180 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-08-28
  • FL RA
    APPROVED
    Since 2026-08-28

Branch Locations

19495 Biscayne Boulevard Suite Ph1, Aventura, FL 33180 • 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
Seaview Investment Managers Coral Gables FL 07/2023 06/2026
Università Bocconi Milano 09/2020 10/2023
St. Thomas Aquinas High School Fort Lauderdale FL 09/2016 06/2020
Cv Advisors Llc Aventura FL 06/2026 Present
  • 07/2023 → 06/2026
    Seaview Investment Managers
    Coral Gables, FL
  • 09/2020 → 10/2023
    Università Bocconi
    Milano
  • 09/2016 → 06/2020
    St. Thomas Aquinas High School
    Fort Lauderdale, FL
  • 06/2026 → Present
    Cv Advisors Llc
    Aventura, FL
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2025-04-01
S65 Uniform Investment Adviser Law Examination 2024-08-14
  • S63 Uniform Securities Agent State Law Examination
    2025-04-01
  • S65 Uniform Investment Adviser Law Examination
    2024-08-14

View on SEC IAPD

Nearby Firms

MORGAN STANLEY
UNISON ASSET MANAGEMENT LLC
EPIPHANLY ADVISORY, LLC

Nearby Investors

Jason D Amato
JAMES R MANIS
DIEGO P MOSCOSO

Nearby Offices

MORGAN STANLEY · Aventura, FL
UNISON ASSET MANAGEMENT LLC · AVENTURA, FL
EPIPHANLY ADVISORY, LLC · AVENTURA, FL

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