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Evan Tyler Sharpless

Osaic Institutions, Inc.

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About Evan Tyler Sharpless

Evan Sharpless is a financial professional with experience in the financial services industry. Evan has passed the Series 63, Series 66, Series 7TO and SIE exams. Evan currently works at Osaic Institutions, Inc. where Evan has been registered with the state of Colorado since June 2024. Prior to joining Osaic Institutions, Inc., Evan was registered with CHARLES SCHWAB & CO., INC. in Colorado from October 2022 until April 2024. Evan provides financial planning, educational seminars, and portfolio management services.

Firm Information

Evan Sharpless is currently registered with Osaic Institutions, Inc.. Osaic Institutions, Inc. is a Corporation headquartered in MERIDEN, CT, United States. The firm was formed on 1993-04-07 and is registered with the SEC and in 53 states. Osaic Institutions, Inc. provides financial planning, pension consulting, educational seminars, and other advisory services to a wide range of clients, including individuals, corporations, charitable organizations, and high net worth individuals. The firm manages approximately $3,626,644,800 in assets and has over 1,700 licensed agents, investment adviser representatives, and registered representatives.
Osaic Institutions, Inc.

538 PRESTON AVENUE

MERIDEN, CT 06450-4858

$3.63B

Assets Under Management

25

Total Clients

641

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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solicitation services for other advisers

Solicitation services for other advisers

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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Evan Sharpless’s Registration & Firm History

CO

06/27/2024 - Present

Osaic Institutions, Inc. (Westminster CO)

CO

10/03/2022 - 04/04/2024

CHARLES SCHWAB & CO., INC. (Lone Tree CO)

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Licenses & Designations

BOTH

Issued 06/26/2024

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/27/2022

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/03/2022

Series 7TO - General Securities Representative Examination

BC

Issued 06/29/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Evan Tyler Sharpless.
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