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Nicholas James Evans

Cm Wealth Advisors LLC

Beachwood, OH

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Current Employers
Cm Wealth Advisors Llc

2000 Auburn Drive Suite 400, Beachwood, OH 44122-4327 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2021-10-07
  • OH RA
    APPROVED
    Since 2021-10-07

Branch Locations

2000 Auburn Drive Suite 400, Beachwood, OH 44122-4327 • 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
Merrill Lynch Cleveland OH 01/2018 01/2020
Ohio State University Columbus OH 08/2013 12/2017
Bakerhostetler Cleveland OH 05/2016 08/2017
Golden Reserve, Llc Dublin OH 01/2020 07/2021
Cm Wealth Advisors Beachwood OH 09/2021 Present
  • 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
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-04-17
  • S66 Uniform Combined State Law Examination
    2018-04-17
Other Names
  • Nick Evans
  • Nicholas Evans

View on SEC IAPD

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Other Offices

NORTH STAR ADVISORY GROUP, LLC · BEACHWOOD, OH
PHILIPP CAPITAL ADVISORS · BEACHWOOD, OH
TIDMORE RETIREMENT PLANNING SPECIALISTS · BEACHWOOD, OH
NEO INVESTMENT COUNSEL, LLC · CLEVELAND, OH
SEQUOIA FINANCIAL GROUP, L.L.C. · BEACHWOOD, OH
SEQUOIA FINANCIAL GROUP, L.L.C. · BEACHWOOD, OH
C.N.M. MANAGEMENT, LLC · CLEVELAND, OH
SEQUOIA FINANCIAL GROUP, L.L.C. · Beachwood, OH

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