Investment adviser representative · Endowment Wealth Management, Inc.
Evan M. Kubiak
CRD 7318291 · Hilton Head, SC
At a glance
Evan M. Kubiak is an investment adviser representative with Endowment Wealth Management, Inc. in Hilton Head, SC, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Evan’s SEC record dates to 2023, about 3 years ago. Designations on file: Certified Financial Planner.
Current advisory firms
- Endowment Wealth Management, Inc.Since January 2023Hilton Head, SC · $609M in regulatory assets
- Etf Model Solutions, LLCSince January 2023Hilton Head, SC · $18M in regulatory assets
SEC adviser record
- Registered since
- 2023 (3 years)
- Designations
- Certified Financial Planner
- Exams
- Series 65
- Registered in
- 2 states
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Evan’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.