Investment adviser representative · Marshall Point Advisors LLC
Evelyn S. Blum
CRD 5317004 · Port Clyde, ME
At a glance
Evelyn S. Blum is an investment adviser representative with Marshall Point Advisors LLC in Port Clyde, ME, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Evelyn’s SEC record dates to 2010, about 15 years ago.
Current advisory firm
- Marshall Point Advisors LLCSince December 2010Port Clyde, ME · State-registered or not in the SEC’s list
SEC adviser record
- Registered since
- 2010 (15 years)
- Designations
- None on file
- Exams
- Series 65
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Evelyn’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.