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Anthony John Evgenikos

AJE Wealth Management, LLC

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About Anthony John Evgenikos

Anthony Evgenikos is a financial advisor with over 20 years of experience in the industry. He is a Certified Financial Planner™ professional with a background in financial planning, portfolio management, and investment advisory services. Anthony currently works at AJE Wealth Management, LLC. Anthony is registered as an Investment Adviser Representative in Florida, New Jersey, and New York. Anthony has a strong background in helping both individuals and families navigate their financial goals. He is committed to providing personalized financial advice and investment strategies that are tailored to meet each client's unique needs.

Firm Information

Anthony Evgenikos is currently registered with AJE Wealth Management, LLC. AJE Wealth Management, LLC is an investment advisory firm with one investment advisor representative and one advisory function. The firm has 150 total accounts, all of which are discretionary and hold $63,160,973 in assets. AJE Wealth Management, LLC provides financial planning and portfolio management for individuals and high-net-worth individuals. The firm also serves trusts.

$63.16M

Assets Under Management

150

Total Clients

1

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Anthony Evgenikos’s Registration & Firm History

FL

03/11/2021 - Present

AJE Wealth Management, LLC (ST. JOHNS FL)

NJ

01/04/2010 - 12/31/2012

CAMBRIDGE INVESTMENT RESEARCH, INC. (BUTLER NJ)

NY

10/22/2001 - 01/04/2010

BERNARD HEROLD & CO., INC. (NEW YORK NY)

NY

01/12/2001 - 10/18/2001

DAVID LERNER ASSOCIATES, INC. (SYOSSET NY)

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Licenses & Designations

IA

Issued 06/28/2010

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/19/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/20/2009

Series 24 - General Securities Principal Examination

BC

Issued 01/10/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Anthony John Evgenikos.
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