Chief Financial Officer / Managing Director · EVT Financial Advisors
Georg Marti
CRD 5850462 · 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 Georg Marti on its Form ADV as Chief Financial Officer / Managing Director, a control person.
Firms and roles
- EVT Financial AdvisorsChief Financial Officer / Managing DirectorWealth manager · Zurich, Switzerland · $499M in regulatory assets
AtlasMembers
Georg’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
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- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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- Search and export owners by title, state and firm size
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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
- Dino PrestaManaging Director / Chief Compliance Officer, 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 Georg’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.