Evaggelia Themis Hatzimanolis

Employer firm

Creative Planning CRD 105348

$296B regulatory AUM 1,767 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2015 → 11/2020
  Tiaa
  Boca Raton, FL
• 11/2015 → 11/2020
  Tiaa-Cref Individual & Institutional Services, Llc
  Boca Raton, FL
• 01/2021 → 09/2023
  United Capital Financial Advisers, Llc
  Newport Beach, CA
• 01/2021 → 09/2023
  Goldman Sachs & Co Llc
  New York, NY
• 09/2023 → 10/2025
  Lido Advisors, Llc
  Boca Raton, FL
• 03/2025 → Present
  Creative Planning, Llc
  Overland Park, KS

Previous Registrations

• 2023-09-27 → 2025-11-13
  Lido
  Boca Raton, FL
  Los Angeles, CA
• 2021-01-26 → 2023-11-03
  United Capital Financial Advisors
  Ft Lauderdale, FL
• 2016-01-08 → 2020-11-13
  Tiaa-Cref Individual & Institutional Services, Llc
  Boca Raton, FL
• 2015-05-08 → 2015-10-20
  Strategic Advisers Llc
  Boca Raton, FL
• 2013-01-02 → 2015-04-15
  Strategic Advisers Llc
  Braintree, MA
• 2009-06-01 → 2012-02-16
  Morgan Stanley
  Boca Raton, FL
• 2006-11-20 → 2009-06-01
  Citigroup Global Markets Inc.
  Boca Raton, FL
  Boca Raton, FL

Exams

• S65 Uniform Investment Adviser Law Examination
  2006-11-09
• S63 Uniform Securities Agent State Law Examination
  2002-02-28

Designations

• Certified Financial Planner

Other Names

• Evaggelia Hatzimanolis
• Evaggelia T Hatzimanolis