Unclaimed
Evan McMann is an Investment Advisor Representative with Masterworks Advisers, LLC. Evan has been in the financial services industry since August 2020, having worked at Equitable Advisors, LLC, and Independent Brokerage Solutions LLC prior to joining Masterworks Advisers. Evan is registered with the state of New York and Texas. Evan specializes in providing financial advice to individuals and pooled investment vehicles. Evan has a Series 66 license, a Series 7TO license, and a SIE license.
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.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
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2
NY
06/30/2023 - Present
Masterworks Advisers, LLC (NEW YORK NY)
NY
04/06/2022 - 02/27/2023
ARETE WEALTH MANAGEMENT, LLC (New York NY)
NY
01/19/2021 - 03/22/2022
INDEPENDENT BROKERAGE SOLUTIONS LLC (New York NY)
NY
08/28/2020 - 01/19/2021
EQUITABLE ADVISORS, LLC (NEW YORK NY)
BOTH
Issued 11/06/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/28/2020
Series 7TO - General Securities Representative Examination
BC
Issued 07/10/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
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