Nicholas James Evans

Employer firm

Cm Wealth Advisors LLC CRD 119467

$3.60B regulatory AUM 5 advisory clients

Reported services (Item 5G)

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

• 01/2018 → 01/2020
  Merrill Lynch
  Cleveland, OH
• 08/2013 → 12/2017
  Ohio State University
  Columbus, OH
• 05/2016 → 08/2017
  Bakerhostetler
  Cleveland, OH
• 01/2020 → 07/2021
  Golden Reserve, Llc
  Dublin, OH
• 09/2021 → Present
  Cm Wealth Advisors
  Beachwood, OH

Previous Registrations

• 2020-02-10 → 2021-08-02
  Golden Reserve Retirement, Llc
  Dublin, OH
• 2018-04-18 → 2020-02-21
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Cleveland, OH

Exams

• S66 Uniform Combined State Law Examination
  2018-04-17

Other Names

• Nick Evans
• Nicholas Evans