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Managing Director / Chief Compliance Officer · EVT Financial Advisors

Dino Presta

CRD 5850463 · Named on Form ADV at one SEC-registered adviser

At a glance

EVT Financial Advisors, an SEC-registered wealth manager based in Zurich, Switzerland with $499 million in regulatory assets, lists Dino Presta on its Form ADV as Managing Director / Chief Compliance Officer, a control person.

Firms and roles

  • EVT Financial AdvisorsManaging Director / Chief Compliance OfficerWealth manager · Zurich, Switzerland · $499M in regulatory assets

AtlasMembers

Dino’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
Locked
Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Stefan HugChief Executive Officer, EVT Financial Advisors
  • Georg MartiChief Financial Officer / Managing Director, EVT Financial Advisors

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Dino’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.