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Elizabeth Salas Evans

Cayena Capital Management, LLC

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About Elizabeth Salas Evans

Elizabeth Salas Evans is a registered investment advisor representative with Cayena Capital Management, LLC, a firm based in Weare, NH. Elizabeth has been in the industry for over 13 years and has held positions at a number of firms including Curbstone Financial Management Corporation, Fidelity Brokerage Services LLC and Charles Schwab & Co., Inc. Elizabeth holds Series 7, 9, 10, 63 and 65 licenses and is currently registered with the state of New Hampshire. Cayena Capital Management, LLC provides a variety of financial planning and investment management services to individuals and families.

Firm Information

Elizabeth Evans is currently registered with Cayena Capital Management, LLC. Cayena Capital Management, LLC is a registered investment advisor with approximately $4 million in regulatory assets under management. The firm offers financial planning, educational seminars, and portfolio management for individuals. They have 32 clients, primarily individuals other than high-net-worth individuals. Cayena Capital Management publishes periodicals and provides portfolio management services for individuals.

$4.04M

Assets Under Management

Not reported

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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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Elizabeth Evans’s Registration & Firm History

NH

08/09/2019 - Present

Cayena Capital Management, LLC (WEARE NH)

NH

03/01/2018 - 06/28/2019

CURBSTONE FINANCIAL MANAGEMENT CORPORATION (MANCHESTER NH)

NH

11/05/2015 - 03/25/2016

FIDELITY BROKERAGE SERVICES LLC (MERRIMACK NH)

NH

09/10/2010 - 10/23/2014

CHARLES SCHWAB & CO., INC. (MANCHESTER NH)

FL

08/04/2009 - 04/13/2010

TD AMERITRADE, INC. (FT. LAUDERDALE FL)

FL

09/22/2006 - 07/10/2009

FIDELITY BROKERAGE SERVICES LLC (FT. LAUDERDALE FL)

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Licenses & Designations

IA

Issued 06/16/2009

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/20/2006

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/17/2012

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 01/28/2012

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/21/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Elizabeth Salas Evans.
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