Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Evan? Claim Your ProfileEvan Schwartzfarb is a financial advisor with Old City Partners LLC. Evan has been in the securities industry since August 2013. Evan has experience in providing advisory services for investors into pooled investment vehicles. Evan is a registered representative with FINRA and is registered with the state of New Jersey. Evan is licensed to provide securities advice in Florida, New Jersey, and New York. Evan has passed the Series 66, SIE, and Series 7 exams.
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.
Advisory services for investors into pooled investment vehicles.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
NJ
02/14/2019 - Present
OLD City Partners LLC (CLIFTON NJ)
NY
03/29/2018 - 02/25/2019
BRADLEY WOODS & CO. LTD. (NEW YORK NY)
NY
12/04/2015 - 02/21/2017
STIFEL, NICOLAUS & COMPANY, INCORPORATED (NEW YORK NY)
NY
03/24/2015 - 12/04/2015
BARCLAYS CAPITAL INC. (NEW YORK NY)
NY
10/22/2003 - 07/07/2006
LEHMAN BROTHERS INC. (NEW YORK NY)
BOTH
Issued 02/09/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/24/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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