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Est. 2026The front page of wealth managementNew York

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Investment adviser representative · Ae Wealth Management, LLC

Sharon B. Evans

CRD 6272003 · Santa Rosa, CA

At a glance

Sharon B. Evans is an investment adviser representative with Ae Wealth Management, LLC in Santa Rosa, CA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Sharon’s SEC record dates to 2013, about 12 years ago.

Current advisory firm

SEC adviser record

Registered since
2013 (12 years)
Designations
None on file
Exams
Series 65
Registered in
2 states
Also a broker representative
No
Disclosures on record
None

AtlasMembers

Sharon’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
2 firmsLocked
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.